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 | ₹116.71 | ₹11.58 |
| Inception | 07 Jan 2013 | 14 May 2026 |
| AUM | — | — |
| Expense ratio | 0.78% | — |
| FundScore | strong · p82 | slipping · p21 |
| 1 year | 23.80% | 22.98% |
| 3 years (CAGR) | 16.32% | — |
| 5 years (CAGR) | 15.23% | — |
| Since inception | 17.12% | 13.73% |
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 | 24.31% | 25.76% |
| 2025 | 8.35% | -3.46% |
| 2024 | 17.97% | — |
| 2023 | 41.74% | — |
| 2022 | -4.46% | — |
| 2021 | 53.35% | — |
| 2020 | 14.90% | — |
| 2019 | -4.13% | — |
These two funds share 21.06% of their portfolios at the stock level.
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