INF209K01WN4

CASPeR Ranking #136

Aditya Birla Sun Life Small Cap Fund Direct Plan Growth

Very High Risk Small-Cap Equity

NAV (Tue Nov 05 2024)

₹101

Returns (Since Inception)

18.26%

Category Average

22.85%

Rating

2

Allocation and Holdings

Asset class

Weightage

Technology

4.24%

Industrials

11.33%

Real Estate

2.29%

Basic Materials

2.27%

Consumer Cyclical

1.89%

Financial Services

1.71%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Small Cap Fund Direct Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹5430.40 Cr


ISIN

INF209K01WN4


Inception Date

Jan 01 2013


Standard Deviation

15.662


Beta

-


Sharpe Ratio

0.805


Benchmark

S&P BSE 250 SmallCap Index TR INR


Expense Ratio

0.910%


Exit Load

For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil. For units issued in Reinvestment of IDCW: Nil.

Risk

Very High Risk

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.

Fund Managers

Nitesh Jain

Vishal Gajwani

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