Aditya Birla Sun Life Small Cap Fund -Regular - IDCW

Aditya Birla Sun Life Small Cap Fund -Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on May 31, 2007, and falls under the Small Cap fund category. It currently manages an AUM of Rs 5,011.46 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.89% for managing the portfolio.

• Investing Strategy:

  The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.

• Performance:

  Aditya Birla Sun Life Small Cap Fund -Regular - IDCW trailing returns over different times are -11.8% (1 year), 8.66% (3 year) and 16.4% (5 year). The average annual return of this fund stands at -9.51%.