Aditya Birla Sun Life Small Cap Fund Growth
3Y Annualised
14.49%
-1.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.28%
-1.22% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 1 months
5 years 6 months
9 years 7 months
Fund info
Fund size
₹4416.28 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
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 Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
2nd
HSBC Small Cap Equity Fund Direct Growth
3rd
HSBC Small Cap Equity Fund - IDCW Direct
4th
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
72nd
Aditya Birla Sun Life Small Cap Fund Growth
Fund Managers
About Aditya Birla Sun Life Small Cap Fund Growth
Aditya Birla Sun Life Small Cap Fund Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 17 years, having been launched on 2007-05-31. Aditya Birla Sun Life Small Cap Fund Growth has ₹4416.28 Cr worth of assets under management (AUM) as of Sat May 03 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Small Cap Fund Growth as of Fri May 02 2025 is ₹77.3686. The fund has an expense ratio of 1.94%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Small Cap Fund Growth returns for the last 1 year are -1.59%. Since launch, it has delivered 12.02% average annual returns.
The Aditya Birla Sun Life Small Cap Fund Growth has the majority of its money invested in Industrials, Basic Materials, Financial Services, Real Estate, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Small Cap Fund Growth.
- TD Power Systems Ltd: 2.15%
- Navin Fluorine International Ltd: 2.14%
- Hitachi Energy India Ltd Ordinary Shares: 2.10%
- Multi Commodity Exchange of India Ltd: 2.09%
- Tega Industries Ltd: 2.05%
AMC Information
Name | Aditya Birla Sun Life AMC Ltd |
---|---|
Founding Date | 2007-05-31 |
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 Small Cap Fund Growth
Short Term Gains | 20% + applicable Surcharge + 4% Cess |
---|---|
Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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