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 | ₹108.66 | ₹10.80 |
| Inception | 07 Jan 2013 | 22 Jul 2025 |
| AUM | — | — |
| Expense ratio | 0.78% | — |
| FundScore | strong · p88 | weak · p15 |
| 1 year | 8.58% | 8.36% |
| 3 years (CAGR) | 16.22% | — |
| 5 years (CAGR) | 13.49% | — |
| Since inception | 16.69% | 7.98% |
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 | 12.20% | 11.58% |
| 2025 | -3.60% | -3.46% |
| 2024 | 22.11% | — |
| 2023 | 39.67% | — |
| 2022 | -6.67% | — |
| 2021 | 50.98% | — |
| 2020 | 20.50% | — |
| 2019 | -10.68% | — |
These two funds share 21.06% of their portfolios at the stock level.
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