Fund Details
Aditya Birla Sun Life Small Cap Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.18% |
| NAV | ₹52.92 (23 Jul 2021) |
|---|---|
| Fund Started | 31 May 2007 |
| Fund Size | ₹2,877 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Deepak Nitrite Ltd. | Chemicals | Equity | 4.3% |
| JK Cement Ltd | Construction | Equity | 3.9% |
| Cyient Ltd. | Technology | Equity | 3.1% |
| Just Dial Ltd. | Services | Equity | 2.9% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.7% |
| National Aluminium Company Ltd. | Metals | Equity | 2.6% |
| Radico Khaitan Ltd. | FMCG | Equity | 2.4% |
| V-Guard Industries Ltd. | Consumer Durable | Equity | 2.3% |
| Steel Authority Of India Ltd. | Metals | Equity | 2.1% |
| Prince Pipes & Fittings Ltd. | Chemicals | 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 ₹2,877 Cr and the Latest NAV as of 23 Jul 2021 is ₹52.92.
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.
