LS
Lovelish SolankiFund Manager Since 6 Apr 2021
EquityIndex Funds
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
3Y Annualised
18.82%
0.88% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.67%
0.88% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹201.24 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.005%
For redemption / switch-out of units on or before 15 days from the date of allotment: 0.50% of applicable NAV. For redemption / switch-out of units after 15 days from the date of allotment - NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
SBI BSE PSU Bank ETF
288.42%
2nd
Tata Nifty Capital Markets Index Fund Direct Growth
13.67%
3rd
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
13.67%
4th
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
13.67%
5th
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
13.59%
147th
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
4.67%
Fund Managers
KM
Kedarnath MirajkarFund Manager Since 5 Aug 2021
About Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 4 years, having been launched on 2021-04-06. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth has ₹201.24 Cr worth of assets under management (AUM) as of Wed Apr 23 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth as of Wed Apr 23 2025 is ₹20.0779. The fund has an expense ratio of 0.46%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth returns for the last 1 year are 6.60%. Since launch, it has delivered 18.32% average annual returns.
The Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth has the majority of its money invested in Financial Services, Healthcare, Consumer Cyclical, Consumer Defensive, Technology, Basic Materials sectors.
Top 5 Holdings of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth.
- Multi Commodity Exchange of India Ltd: 4.56%
- Laurus Labs Ltd: 4.04%
- Crompton Greaves Consumer Electricals Ltd: 3.83%
- Central Depository Services (India) Ltd: 3.66%
- Radico Khaitan Ltd: 3.19%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2021-04-06 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
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Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
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Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
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expense ratio
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Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
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expense ratio
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Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
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fund size
₹2206.08 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth?
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What are the top 5 holdings of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth?
What are the top 3 sectors that Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth has invested in?
Who is the manager of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth?
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How to Redeem Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth?
