| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.43% |
| NAV | ₹24.84 (02 Jul 2020) |
|---|---|
| Fund Started | 31 May 2007 |
| Fund Size | ₹1,619 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Multi Commodity Exchange India | Financial | Equity | 4.5% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 3.9% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 3.8% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Cons Durable | Equity | 3.2% |
| Coromandel International Ltd. | Chemicals | Equity | 3.2% |
| KEC International Ltd. | Engineering | Equity | 2.9% |
| JK Cement Ltd | Construction | Equity | 2.9% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 2.9% |
| TeamLease Services Ltd. | Services | Equity | 2.8% |
| Security and Intelligence Services (India) Ltd. | Services | Equity | 2.7% |
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 ₹1,619 Cr and the Latest NAV as of 02 Jul 2020 is ₹24.84.
The Aditya Birla Sun Life Small Cap Fund Growth is rated Moderately 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.
The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.
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.