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Aditya Birla Sun Life Small Cap Fund (Growth)

Formerly Aditya BSL Small & Midcap Gr
Returns (5yrs)
0.48 %
Latest NAV
25.47

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Long Term Wealth
Inflation Beating Returns
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Fund Information

as on 14th of July, 06:51 PM

Aditya Birla Sun Life AMC Ltd

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

  • profile-pic
    Dhaval Gala
    profile-pic
    Jayesh Gandhi
    profile-pic
    Kunal Sangoi
    profile-pic
    Nitesh Jain
  • expense-ratio
    Expense Ratio
    2.43
    benchmark
    Benchmark
    IISL NIFTY Smallcap 100 TR INR
  • Aum image
    AUM
    ₹ 1812.45 Crores
    ISIN
    ISIN
    INF209K01EN2
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of July, 06:51 PM

Top Holding

Kec International Ltd
4%
Cadila Healthcare Ltd
4%
Clearing Corporation Of India Limited
3%
Coromandel International Ltd
3%
Multi Commodity Exchange Of India Ltd
3%

Top Sectors

Financial Services
18%
Industrials
18%
Basic Materials
16%
Consumer Cyclical
13%
Healthcare
10%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 14th of July, 06:51 PM
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  • Savings Bank
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  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of July, 06:51 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Aditya Birla Sun Life Small Cap Fund Growth is a Small Cap Equity fund and has delivered an annualised return of 0.48% over a period of 5 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain. The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies. The fund charges 2.43000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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