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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 Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4585 Cr | ₹8883 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2007 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 34% | 4.59% |
| Expense Ratio | 1.89 | 1.7 |
| Manager | Dhaval Joshi | Chandraprakash Padiyar |
| ISIN Code | INF209K01EN2 | INF277K015O2 |
| Exits Load | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.84% | -2.83% |
| 6 Month | -20.98% | -18.56% |
| 1 Year | -1.38% | 9.41% |
| 3 Year | 12.85% | 20.69% |
| 5 Year | 20.61% | 28.23% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -15.72% | -14.19% |
| 1 Year | -28.06% | -21.54% |
| 3 Year | 8.56% | 14.84% |
| 5 Year | 15.32% | 23.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.75% | 28.19% |
| 3 Year | 16.73% | 29.82% |
| 5 Year | 14.7% | 28.63% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.578% | 15.861% |
| Sharp | 0.355% | 0.793% |
| Beta | 0.854% | 0.736% |
| Alpha | -4.461% | 3.356% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Tata Small Cap Fund Regular 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 Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.73971 | 4.71606 |
| Small Cap | 81.51962 | 87.43648 |
| Mid Cap | 11.05837 | 7.84743 |
| Large Cap | 2.68226 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.28577 | 6.17308 |
| Consumer Defensive | 6.82856 | 3.64561 |
| Consumer Cyclical | 20.02901 | 17.14654 |
| Industrials | 25.32331 | 24.31027 |
| Technology | 3.79718 | 5.36707 |
| Financial Services | 13.06595 | 8.57292 |
| Basic Materials | 11.62498 | 18.67055 |
| Healthcare | 8.76524 | 10.90484 |
| Communication Services | 0 | - |
| Real Estate | 5.32641 | 4.36032 |
| Utilities | 0.95355 | 0.84877 |
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