Home>Mutual Funds>Compare>Compare L&T Emerging Businesses Fund Direct Growth with Aditya Birla Sun Life Small Cap Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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L&T Emerging Businesses Fund Direct Growth
Equity
Small Cap
3.0 star
INVEST NOW
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Aditya Birla Sun Life Small Cap Fund Direct Growth
Equity
Small Cap
2.0 star
INVEST NOW
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L&T Emerging Businesses Fund Direct Growth
(14.5%)
Aditya Birla Sun Life Small Cap Fund Direct Growth
(16.6%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.82% | 1.05% | - |
| NAV | ₹28.7 (22-Jan-2021) | ₹40.9 (22-Jan-2021) | - |
| Fund Started | 12-May-2014 | 01-Jan-2013 | - |
| Fund Size | ₹5,733Cr | ₹2,431Cr | - |
Returns
keyboard_arrow_up1Y
14.5%
16.6%
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3Y
-0.9%
-4.6%
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5Y
15.4%
11.0%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.89%
2. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 1.08%
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Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Persistent Systems Ltd.
3.4%
KPR Mills Ltd.
3.2%
Deepak Nitrite Ltd.
2.8%
Emami Ltd.
2.5%
Sonata Software Ltd.
2.5%
VST Industries Ltd.
2.3%
Suven Pharmaceutical Ltd.
2.2%
Grindwell Norton Ltd.
2.2%
Finolex Industries Ltd.
2.0%
Balrampur Chini Mills Ltd.
2.0%
Name
Assets
Deepak Nitrite Ltd.
3.6%
JK Cement Ltd
3.2%
Cholamandalam Financial Holdings Ltd.
2.6%
Multi Commodity Exchange India
2.5%
Strides Pharma Science Ltd.
2.5%
KEC International Ltd.
2.3%
Johnson Controls - Hitachi Air Conditioning India Ltd.
2.3%
Radico Khaitan Ltd.
2.3%
Cyient Limited
2.3%
Just Dial Ltd.
2.3%
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Fund Manager
keyboard_arrow_upName
Venugopal Manghat
Jayesh Gandhi
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Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
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Experience
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.
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About Fund
keyboard_arrow_upDescription
L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
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Launch Date
03 Jan 1997
23 Dec 1994
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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