Compare HSBC Small Cap Fund Direct Growth vs Aditya Birla Sun Life Small Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Small Cap Fund Direct GrowthEquity
Small Cap
3.0
Aditya Birla Sun Life Small Cap Fund Direct GrowthEquity
Small Cap
1.0
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HSBC Small Cap Fund Direct Growth

(35.2%)

Aditya Birla Sun Life Small Cap Fund Direct Growth

(29.4%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.68%
0.95%
-
NAV
₹100.6 (13-Dec-2024)
₹102.7 (13-Dec-2024)
- 
Fund Started
12-May-2014
01-Jan-2013
-
Fund Size
₹17,306Cr
₹5,430Cr
-
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 90 days.
-

Returns

1Y
35.2%
29.4%
-
3Y
27.5%
19.2%
-
5Y
33.8%
26.2%
-

Pros & Cons

Pros
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Lower expense ratio: 0.68%3.Higher alpha: 5.51 
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
1.Lower expense ratio: 0.95%
-

Cons
Found nothing so far.
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Apar Industries Ltd.
2.7%
Aditya Birla Real Estate Ltd.
2.6%
Neuland Laboratories Ltd.
2.4%
Kirloskar Pneumatic Company Ltd.
2.4%
BSE Ltd.
2.3%
Techno Electric & Engineering Company Ltd.
2.3%
Trent Ltd.
2.3%
Brigade Enterprises Ltd.
2.0%
NCC Ltd.
2.0%
Dixon Technologies (India) Ltd.
2.0%
Name
Assets
Hitachi Energy India Ltd.
4.0%
TD Power Systems Ltd.
3.0%
Kirloskar Pneumatic Company Ltd.
2.8%
Tega Industries Ltd.
2.3%
Navin Fluorine International Ltd.
2.3%
R R Kabel Ltd.
2.0%
Brigade Enterprises Ltd.
2.0%
TeamLease Services Ltd.
1.8%
Whirlpool Of India Ltd.
1.7%
CCL Products (India) Ltd.
1.7%
-

Fund Manager

Name
Venugopal Manghat
Abhinav Khandelwal
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Khandelwal is Chartered Accountant, B.com
-
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Prior to joining Aditya Birla Sun Life AMC Ltd he has worked with Mahindra Mutual Fund, Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
-

About Fund

Description
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 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.
-
Launch Date
27 May 2002
23 Dec 1994
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

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HSBC Small Cap Fund Direct Growth

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Bengaluru – 560103
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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HSBC Small Cap Fund Direct Growth

Aditya Birla Sun Life Small Cap Fund Direct Growth

Add a fund

HSBC Small Cap Fund Direct Growth

Aditya Birla Sun Life Small Cap Fund Direct Growth

1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Lower expense ratio: 0.68%

3.Higher alpha: 5.51 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

1.Lower expense ratio: 0.95%

Found nothing so far.

1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Low rating: 1

Holding Analysis

Top Holdings

Popular Comparisons