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Aditya Birla Sun Life Small Cap Fund Growth-0.41%

103.37%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Small Cap Fund Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.18%
NAV₹52.92 (23 Jul 2021)
Fund Started31 May 2007
Fund Size2,877 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
103.4%
12.6%
12.9%
10.2%
Category Average
102.5%
18.0%
16.9%
-
Rank Within Category
11
14
11
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 103.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
Cons
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

NameSectorInstrument% Assets
Deepak Nitrite Ltd.ChemicalsEquity4.3%
JK Cement LtdConstructionEquity3.9%
Cyient Ltd.TechnologyEquity3.1%
Just Dial Ltd.ServicesEquity2.9%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.7%
National Aluminium Company Ltd.MetalsEquity2.6%
Radico Khaitan Ltd.FMCGEquity2.4%
V-Guard Industries Ltd.Consumer DurableEquity2.3%
Steel Authority Of India Ltd.MetalsEquity2.1%
Prince Pipes & Fittings Ltd.ChemicalsEquity2.0%
See All

Fund Managers

Kunal Sangoi
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Dhaval Gala
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Nitesh Jain
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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.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year. Same for SIP.
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
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,
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