• 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 Mutual Fund

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (Growth)

EquityIndex Funds

18.6162

NAV (May 24)

21.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.6162

NAV (May 24)

Fund Returns

Last 1Y
70.8%
Last 3Y
18.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
21.5%
6 Month CAGR
20.1%

Scheme Information

Investment Objective

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 (3y ago)
Apr 06, 2021
AUM in Crores
157.809
ISIN
INF209KB1V83
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 50 TRI
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
21.1
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.784
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Pranav Gupta

Fund Manager

Haresh Mehta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (Growth)70%11,74,657 4,42,04518.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-24

Top Stock Holdings

exide industries ltd

3.6%
3.6%

multi commodity exchange of india ltd

3.6%
3.6%

crompton greaves consumer electricals ltd

3.5%
3.5%

blue star ltd

3.3%
3.3%

central depository services (india) ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

34%
34%

industrials

17%
17%

technology

12.9%
12.9%

basic materials

9.2%
9.2%

consumer cyclical

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 368,502 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.8%

7.4%

5.9%

6.8%

5.8%

7.3%

5.9%

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 21.5% over a period of 3 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 5/24/2024 is ₹18.62 with the total AUM as of 5/27/2024 is ₹157.809. 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 70.8% 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)?

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.