Fund Details
Aditya Birla Sun Life Small Cap Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.33% |
| NAV | ₹41.99 (19 Apr 2021) |
|---|---|
| Fund Started | 31 May 2007 |
| Fund Size | ₹2,550 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Lower expense ratio - 1.9%
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Deepak Nitrite Ltd. | Chemicals | Equity | 5.8% |
| JK Cement Ltd | Construction | Equity | 4.5% |
| Just Dial Ltd. | Services | Equity | 2.9% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.8% |
| Radico Khaitan Ltd. | FMCG | Equity | 2.7% |
| Cyient Limited | Technology | Equity | 2.7% |
| V-Guard Industries Ltd. | Cons Durable | Equity | 2.4% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 2.2% |
| Multi Commodity Exchange India | Financial | Equity | 2.1% |
| KEC International Ltd. | Engineering | Equity | 2.0% |
Fund Managers
Aditya Birla Sun Life Small Cap Fund Growth Details
Aditya Birla Sun Life Small Cap Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 31 May 2007. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Small Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,550 Cr and the Latest NAV as of 19 Apr 2021 is ₹41.99.
The Aditya Birla Sun Life Small Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year. Same for SIP.
Investment Objective
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Tax Implications
Returns 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.
