- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (Growth)
Formerly Aditya BSL Nifty Smallcap 50 Idx Reg Gr
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (Growth)
₹ 15.8508
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.8508
NAV (Dec 1)
Fund Returns
Last 1Y | 44.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18.2% |
6 Month CAGR | 40% |
Scheme Information
The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Smallcap 50 Index,subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Expense Ratio | 1.05 |
Launched (2y ago) | Apr 06, 2021 |
AUM in Crores | 100.424 |
ISIN | INF209KB1V83 |
Lock-in | No Lock-in |
Benchmark | Nifty Smallcap 50 TRI |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
suzlon energy ltd
8.1%idfc ltd
4%kei industries ltd
3.5%cyient ltd
3.5%rbl bank ltd
3.5%Allocation by Sector
financial services
26.2%industrials
19.8%technology
14.5%consumer cyclical
10%healthcare
9.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 7.1% |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) Review
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 18.2% over a period of 2 years. The fund was previously known as Aditya BSL Nifty Smallcap 50 Idx Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Haresh Mehta, Pranav Gupta.
Nav of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) as of 12/1/2023 is ₹15.85 with the total AUM as of 12/2/2023 is ₹100.424. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) was launched on Apr 06, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 50 TRI.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 44.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G)?
How to invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G)?
You can invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G)?
The expense ratio of the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is 1.05% for regular plan.