Aditya Birla Sun Life Small Cap Fund vs Tata Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5178 Cr | ₹7868 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 02 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 4.59% |
| Expense Ratio | 1.88 | 1.72 |
| Manager | Dhaval Joshi | Chandraprakash Padiyar |
| ISIN Code | INF209K01EN2 | INF277K015O2 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.15% | 3.8% |
| 6 Month | 21.2% | 27.62% |
| 1 Year | 38.19% | 48.69% |
| 3 Year | 20.29% | 28.4% |
| 5 Year | 25.39% | 34.43% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.01% | 17.89% |
| 3 Year | 43.27% | 50.59% |
| 5 Year | 92.59% | 124.15% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.54% | 27.81% |
| 3 Year | 16.84% | 30.42% |
| 5 Year | 14.6% | 27.93% |
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.15% | 13.28% |
| Sharp | 0.8% | 1.35% |
| Beta | 0.84% | 0.67% |
| Alpha | -2.07% | 5.5% |
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| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Chandraprakash Padiyar |
| Total AUM | ₹361932 Cr | ₹15627 Cr |
| Fund Manage | 55 | 3 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund-Regular Plan-Growth |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.6 | 6.71 |
| Small Cap | 85.69 | 91.58 |
| Mid Cap | 11.37 | 1.71 |
| Large Cap | 0.3 | - |
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.41 | 6.57 |
| Consumer Staples | 6.14 | 7.52 |
| Automobile | 5.76 | 1.54 |
| Metals & Mining | 5.5 | 8.28 |
| Services | 11.31 | 13.52 |
| Chemicals | 3.87 | 9.78 |
| Consumer Discretionary | 7.73 | 1.31 |
| Capital Goods | 16.43 | 11.25 |
| Healthcare | 5.86 | 7.97 |
| Financial | 8.84 | 13.46 |
| Technology | 6.21 | 5.24 |
| Construction | 7.65 | 4.58 |
| Materials | 6.62 | 6.51 |
| Textiles | 3.23 | 2.47 |
| Insurance | 1.52 | - |
| Energy | 1.88 | - |
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