| Fund Type | Close Ended |
| Investment Plan | Growth |
| Launch Date | 2018-08-08 |
| Benchmark | S&P BSE 250 SmallCap TRI |
| Asset Size(Cr) | - ( |
| Fund Manager | Dwijendra Srivastava |
| Notes |
| Min Investment | |
| Min SIP Investment | 0 |
| Min Addl Investment | |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 2.29 | -0.8 |
| 6 Month | 2.53 | -5.47 |
| 1 Year | ||
| 3 Year | ||
| 5 Year |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| L&T Emerging Businesses (G) | -9.11% | 20.74% | % | |
| HDFC Small Cap Fund (G) | -1.45% | 20.41% | 19.92% | |
| SBI Small Cap Fund (G) | -7.58% | 18.33% | 28.02% | |
| Reliance Small Cap Fund (G) | -8.19% | 18.03% | 25.33% | |
| Aditya Birla Sun Life Small Cap Fund (G) | -12.52% | 13.49% | 19.47% |
| Period | Returns (%) | NIFTY MIDCAP 50 (%) |
| 3 Month | 2.29 | -0.8 |
| 6 Month | 2.53 | -5.47 |
| 1 Year | ||
| 3 Year | ||
| 5 Year |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
