Aditya Birla Sun Life Small Cap Fund - GROWTH

3
Small Cap NAV 52.7469 0 23 September, 2022
Aditya Birla Sun Life Small Cap Fund - GROWTH was previously known as

Aditya Birla Sun Life Small&Midcap Fund (G)

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 31 May, 2007
Benchmark NIFTY Smallcap 100
Asset Size(Cr) 2952.61 (As on 31-08-2022)
Turn over 40.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 90 days
Expense Ratio 2.08% (As on 31-08-2022)
Fund Manager Nitesh Jain, Vishal Gajwani

Investment Returns (As on 23 Sep, 2022)

Duration Returns Benchmark Category
1 W -1.28% -1.94% -1.03%
1 M 2.74% 6.14% 3.64%
3 M 16.95% 22.94% 18.94%
6 M 3.5% 4.2% 5.94%
1 Y -4.26% 3.51% 5.78%
2 Y 33.72% 39.71% 41.67%
3 Y 19.1% 19.58% 29.85%
5 Y 6.51% 6.25% 14.54%

Risk Mesasures (As on 23 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 16.64 0.73 -4.12 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Small Cap Fund - GROWTH -4.26% 19.1% 6.51%
Nippon India Small Cap Fund - Regular Growth 12.54% 35.77% 18.29%
SBI Small Cap Fund - Regular Plan - Growth 14.98% 31.99% 18.48%
L&T Emerging Businesses Fund - Regular Plan - Growth 11.6% 29.44% 13.63%
HDFC Small Cap Fund - Growth Option 5.12% 26.07% 15.09%

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