Aditya Birla Sun Life Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

Invest Now

tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Tata Small Cap Fund-Regular Plan-Growth
1 Month -6.11% -5.76%
6 Month 6.85% 13.44%
1 Year 23.6% 34.87%
3 Year 15.33% 22.87%
5 Year 23.15% 31.27%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 23.62% 41.12%
3 Year 26.53% 34.95%
5 Year 26.71% 35.8%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Tata Small Cap Fund-Regular Plan-Growth
1 Year 12.55% 27.86%
3 Year 16.79% 30.27%
5 Year 14.51% 27.96%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Tata Small Cap Fund-Regular Plan-Growth

Others 2.33 6.71
Small Cap 81.79 91.58
Mid Cap 15.02 1.71
Large Cap 0.51 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Tata Small Cap Fund-Regular Plan-Growth

Others 2.33 6.57
Realty 6.21 -
Food Products 1.62 -
Auto Components 8.39 -
IT - Software 3.75 -
Industrial Manufacturing 5.82 -
IT - Services 1.49 -
Retailing 2 -
Chemicals & Petrochemicals 4.66 -
Consumer Durables 5.87 -
Paper, Forest & Jute Products 1.07 -
Pharmaceuticals & Biotechnology 4.29 -
Healthcare Services 2.45 -
Transport Services 0.16 -
Electrical Equipment 7.93 -
Banks 1.69 -
Leisure Services 1.28 -
Industrial Products 10.72 -
Non - Ferrous Metals 1.15 -
Finance 4.38 -
Entertainment 0.84 -
Textiles & Apparels 3.02 -
Construction 3.77 4.58
Agricultural, Commercial & Construction Vehicles 1.34 -
Financial Technology (Fintech) 0.66 -
Agricultural Food & other Products 1.65 -
Insurance 2.21 -
Capital Markets 1.09 -
Minerals & Mining 0.26 -
Personal Products 0.9 -
Automobiles 0.26 -
Cement & Cement Products 2.32 -
Commercial Services & Supplies 2.86 -
Beverages 1.21 -
Healthcare - 7.97
Financial - 13.46
Metals & Mining - 8.28
Services - 13.52
Technology - 5.24
Consumer Staples - 7.52
Materials - 6.51
Capital Goods - 11.25
Chemicals - 9.78
Automobile - 1.54
Consumer Discretionary - 1.31
Textiles - 2.47

Top Comparisons

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns12.46%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns19.15%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns0%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns8.23%

Compare Now

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns17.72%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns9.97%

Compare Now
Request call back
Add to Cart Successfully