Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Aditya Birla Sun Life Small Cap Fund vs Bajaj Finserv Small Cap Fund
Side-by-side comparison from public AMFI data — returns, ratings, costs and portfolio overlap. Analytics, not advice.
| Aditya Birla Sun Life Small Cap Fund | Bajaj Finserv Small Cap Fund | |
|---|---|---|
| Category | Small Cap Fund | Small Cap Fund |
| Fund house | Aditya Birla Sun Life Mutual Fund | Bajaj Finserv Mutual Fund |
| Latest NAV | ₹38.02 | ₹11.04 |
| Inception | 14 May 2026 | 14 May 2026 |
| AUM | — | — |
| Expense ratio | — | — |
| FundScore | slipping · p29 | weak · p18 |
| 1 year | 11.11% | 17.51% |
| 3 years (CAGR) | 6.59% | — |
| 5 years (CAGR) | 6.03% | — |
| Since inception | 7.10% | 9.02% |
Higher return figures highlighted. Past performance does not predict future returns.
Year-by-year returns
| Year | Aditya Birla Sun Life Small Cap Fund | Bajaj Finserv Small Cap Fund |
|---|---|---|
| 2026 | 11.74% | 20.97% |
| 2025 | 0.98% | -4.15% |
| 2024 | 8.81% | — |
| 2023 | 30.71% | — |
| 2022 | -11.01% | — |
| 2021 | 43.60% | — |
| 2020 | 8.37% | — |
| 2019 | -5.19% | — |
These two funds share 21.06% of their portfolios at the stock level.
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