How to Invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW?

You can easily invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

How much expense ratio is charged by Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW?

The term Expense Ratio used for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW is 0.28% as of 24 Mar 2023...

What is the PE and PB ratio of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW?

The PE ratio ratio of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW
Other
Index
Very High Risk
1M
6M
1Y
All
 NAV: 23 Mar 2023₹10.23
Min. SIP amount₹100
RatingNA
Fund size₹51.59Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other Index
Absolute returns
3M6M1YAll
Fund returns2.4%11.9%-17.5%6.1%
Category averageNANA0.7%NA
Rank with in category121527NA
Understand terms
Holdings (50)NameSectorInstrumentAssets
KPIT Technologies Ltd.TechnologyEquity5.8%
Apollo Tyres Ltd.AutomobileEquity4.6%
Redington Ltd.ServicesEquity4.5%
IDFC Ltd.FinancialEquity4.4%
PVR Ltd.ServicesEquity4.3%
Radico Khaitan Ltd.Consumer StaplesEquity4.0%
Central Depository Services (India) Ltd.FinancialEquity3.6%
Computer Age Management Services Ltd.ServicesEquity3.5%
Cyient Ltd.TechnologyEquity3.4%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity3.0%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.28%
31 Jan 2023 - 28 Feb 2023
0.28%
31 Dec 2022 - 31 Jan 2023
0.28%
30 Nov 2022 - 31 Dec 2022
0.28%
30 Nov 2022 - 30 Nov 2022
0.28%
30 Nov 2022 - 30 Nov 2022
0.28%
31 Oct 2022 - 30 Nov 2022
0.28%
31 Oct 2022 - 31 Oct 2022
0.28%
31 Oct 2022 - 31 Oct 2022
0.28%
30 Sep 2022 - 31 Oct 2022
0.28%
30 Sep 2022 - 30 Sep 2022
0.28%
30 Sep 2022 - 30 Sep 2022
0.28%
31 Aug 2022 - 30 Sep 2022
0.28%
31 Aug 2022 - 31 Aug 2022
0.28%
31 Jul 2022 - 31 Aug 2022
0.28%
31 Jul 2022 - 31 Jul 2022
0.28%
31 Jul 2022 - 31 Jul 2022
0.28%
30 Jun 2022 - 31 Jul 2022
0.28%
30 Jun 2022 - 30 Jun 2022
0.28%
31 May 2022 - 30 Jun 2022
0.28%
31 May 2022 - 31 May 2022
0.28%
30 Apr 2022 - 31 May 2022
0.28%
30 Apr 2022 - 30 Apr 2022
0.28%
31 Mar 2022 - 30 Apr 2022
0.27%
31 Mar 2022 - 31 Mar 2022
0.27%
28 Feb 2022 - 31 Mar 2022
0.27%
28 Feb 2022 - 28 Feb 2022
0.27%
31 Jan 2022 - 28 Feb 2022
0.27%
31 Dec 2021 - 31 Jan 2022
0.29%
30 Nov 2021 - 31 Dec 2021
0.29%
31 Oct 2021 - 30 Nov 2021
0.43%
30 Sep 2021 - 31 Oct 2021
0.43%
Expense ratio, exit load and taxExpense ratio: 0.28%Inclusive of GST
Exit loadExit load of 0.25%, if redeemed within 15 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementLovelish Solanki
Mar 2021 - Present
View details
Education
He has done BMS and MMS in finance.
Experience
Prior to joining Aditya Birla Sun Life AMC Limited, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
Also manages these schemes
Aditya Birla Sun Life Nifty 50 Index Fund IDCW
Aditya Birla Sun Life Nifty 50 Index Fund Growth
Aditya Birla Sun Life Arbitrage Fund IDCW
Aditya Birla Sun Life Arbitrage Fund Growth
Aditya Birla Sun Life Gold ETF
Aditya Birla Sun Life Nifty 50 ETF Growth
Aditya Birla Sun Life Gold Fund IDCW
Aditya Birla Sun Life Gold Fund Growth
Aditya Birla Sun Life Arbitrage Fund Direct IDCW
Aditya Birla Sun Life Arbitrage Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Index Fund Direct IDCW
Aditya Birla Sun Life Gold Direct Fund IDCW
Aditya Birla Sun Life Gold Direct Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund IDCW
Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct IDCW
Aditya Birla Sun Life Equity Savings Fund Direct Growth
Aditya Birla Sun Life Equity Savings Fund Direct IDCW
Aditya Birla Sun Life Equity Savings Fund Regular IDCW
Aditya Birla Sun Life Equity Savings Fund Regular Growth
Aditya Birla Sun Life S&P BSE Sensex ETF Growth
Aditya Birla Sun Life Nifty Next 50 ETF Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Regular IDCW
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW
Aditya Birla Sun Life Nifty Bank ETF Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct IDCW
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular IDCW
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular Growth
Aditya Birla Sun Life Nifty Healthcare ETF Growth
Aditya Birla Sun Life Nifty IT ETF Growth
Aditya Birla Sun Life Silver ETF Regular Growth
Aditya Birla Sun Life Silver ETF FoF Direct Growth
Aditya Birla Sun Life Silver ETF FoF Direct IDCW
Aditya Birla Sun Life Silver ETF FoF Regular Growth
Aditya Birla Sun Life Silver ETF FoF Regular IDCW
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Financial Services ETF Growth
Aditya Birla Sun Life Nifty 200 Quality 30 ETF Growth
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Growth
Aditya Birla Sun Life Multi Index FoF Direct Growth
Aditya Birla Sun Life Multi Index FoF Direct IDCW
Aditya Birla Sun Life Multi Index FoF Regular Growth
Aditya Birla Sun Life Multi Index FoF Regular IDCW
Pranav Gupta
Jun 2022 - Present
View details
Also manages these schemes
Aditya Birla Sun Life Nifty 50 Index Fund IDCW
Aditya Birla Sun Life Nifty 50 Index Fund Growth
Aditya Birla Sun Life Nifty 50 ETF Growth
Aditya Birla Sun Life Nifty 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Index Fund Direct IDCW
Aditya Birla Sun Life S&P BSE Sensex ETF Growth
Aditya Birla Sun Life Nifty Next 50 ETF Growth
Aditya Birla Sun Life Nifty Bank ETF Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct Growth
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Direct IDCW
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular IDCW
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular Growth
Aditya Birla Sun Life Nifty Healthcare ETF Growth
Aditya Birla Sun Life Nifty IT ETF Growth
Aditya Birla Sun Life Silver ETF FoF Direct Growth
Aditya Birla Sun Life Silver ETF FoF Direct IDCW
Aditya Birla Sun Life Silver ETF FoF Regular Growth
Aditya Birla Sun Life Silver ETF FoF Regular IDCW
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular IDCW
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund Direct IDCW
Aditya Birla Sun Life Nifty Financial Services ETF Growth
Aditya Birla Sun Life Nifty 200 Quality 30 ETF Growth
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Growth
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹2,97,412.07Cr
Date of Incorporation23 Dec 1994
 Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW is a Other Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Lovelish Solanki is the Current Fund Manager of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,97,412 Cr and the Latest NAV as of 23 Mar 2023 is ₹10.23.
The Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 15 days.
;
Investment ObjectiveThe scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Smallcap 50 Index, subject to tracking errors.
;
Fund benchmarkNIFTY Smallcap 50 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	2.4%	11.9%	-17.5%	6.1%
Category average	NA	NA	0.7%	NA
Rank with in category	12	15	27	NA

Name	Sector	Instrument	Assets
KPIT Technologies Ltd.	Technology	Equity	5.8%
Apollo Tyres Ltd.	Automobile	Equity	4.6%
Redington Ltd.	Services	Equity	4.5%
IDFC Ltd.	Financial	Equity	4.4%
PVR Ltd.	Services	Equity	4.3%
Radico Khaitan Ltd.	Consumer Staples	Equity	4.0%
Central Depository Services (India) Ltd.	Financial	Equity	3.6%
Computer Age Management Services Ltd.	Services	Equity	3.5%
Cyient Ltd.	Technology	Equity	3.4%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	3.0%

Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹51.59Cr

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (50)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.28%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Lovelish SolankiMar 2021 - PresentView details

Pranav GuptaJun 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Lovelish Solanki
Mar 2021 - Present
View details

Pranav Gupta
Jun 2022 - Present
View details