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for top ranked funds in
small cap mutual funds.
However, Scripbox does not recommend investing in small cap mutual funds.
These funds invest in the smallest companies listed on the exchanges. Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven. Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds. Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market. While showing periodic spikes in performance, these funds have not done better than diversified equity funds over the long term. Investors are therefore better off investing in diversified funds rather than this category.
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.36%
Expense Ratio
31st May, 2007
Launched (13y ago)
₹
2,116
AUM in Crores
INF209K01EN2
ISIN
No Lock-in
Lock-in
IISL NIFTY Smallcap 100 TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Dhaval Gala
Fund Manager
Jayesh Gandhi
Fund Manager
Kunal Sangoi
Fund Manager
Nitesh Jain
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 242,567 crores. It's current offering of mutual fund schemes includes 76 equity, 327 debt and 27 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
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Create your account
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Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Aditya Birla Sun Life Small Cap Fund (Growth)
About Aditya Birla Sun Life Small Cap Fund (Growth)
Aditya Birla Sun Life Small Cap Fund (Growth) is a Small Cap Equity fund and has delivered an annualised return of 8.21% over a period of 13 years.
The fund was previously known as Aditya BSL Small & Midcap Gr.
The fund is managed by Aditya Birla Sun Life AMC Ltd.
The fund managers are Dhaval Gala, Jayesh Gandhi, Kunal Sangoi, Nitesh Jain.
Aditya Birla Sun Life Small Cap Fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Small Cap Fund (Growth) NAV, AUM and Risk
The fund was launched on 2007-05-31. The NAV of the fund as of 2020-09-25 is ₹ 29.64. The total AUM of the fund as of 2020-09-25 is ₹ 2,116 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.36 % as expense ratio.
Aditya Birla Sun Life Small Cap Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 96.49% in this asset class.
The top three holdings of the fund are clearing corporation of india limited, kec international ltd and deepak nitrite ltd.
Aditya Birla Sun Life Small Cap Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Small Cap Fund (Growth) Investment volatility and Horizon
This fund 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 IISL NIFTY Smallcap 100 TR INR.
