• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

Formerly Aditya BSL Small & Midcap DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

EquitySmall Cap

29.3721

NAV (Dec 03)

13.1%
5 Year CAGR
Scripbox Opinion

Neutral

Click here 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

2,970 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

29.3721

NAV (Dec 3)

Fund Returns

Last 1Y

54.6%

Last 3Y

17.4%

Last 5Y

13.1%

Last 10Y

17.3%

Since Inception

12.2%

6 Month CAGR

12.6%

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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.11

Launched (14y ago)

May 31, 2007

AUM in Crores

2969.159

ISIN

INF209K01EO0

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Dhaval Gala

Fund Manager

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Kunal Sangoi

Fund Manager

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Nitesh Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 316,588 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.6%

    14.7%

    4.8%

    7.1%

    4.8%

    6.8%

    4.8%

    7.2%

    4.8%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 12.2% over a period of 14 years. The fund was previously known as Aditya BSL Small & Midcap DP . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Gala, Kunal Sangoi, Nitesh Jain

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on May 31, 2007. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-12-03 is ₹29.37. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹2969.159. The category risk of the Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.11 % as expense ratio.

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.6% in this asset class. The top three holdings of the fund are , jk cement ltd , cyient ltd , national aluminium co ltd , deepak nitrite ltd , radico khaitan ltd , cholamandalam financial holdings ltd , amber enterprises india ltd ordinary shares , welspun india ltd , v-guard industries ltd , beml ltd , prince pipes and fittings ltd ordinary shares , endurance technologies ltd , avanti feeds ltd , persistent systems ltd , ccl products (india) ltd , gujarat narmada valley fertilizers & chemicals ltd , pnc infratech ltd , clearing corporation of india limited , firstsource solutions ltd , abb power products and systems india ltd ordinary shares , tata metaliks ltd , kec international ltd , metropolis healthcare ltd , ncc ltd , inox leisure ltd , eris lifesciences ltd registered shs , navin fluorine international ltd , vip industries ltd , jm financial ltd , v-mart retail ltd , container corporation of india ltd , vijaya diagnostic centre ltd , epl ltd ordinary shares , ifb industries ltd , multi commodity exchange of india ltd , sunteck realty ltd , ashok leyland ltd , burger king india ltd ordinary shares , anupam rasayan india ltd , brigade enterprises ltd , heritage foods ltd , route mobile ltd ordinary shares , motherson sumi systems ltd , dodla dairy ltd , century textiles & industries ltd , coromandel international ltd , fine organic industries ltd ordinary shares , repco home finance ltd , sis ltd ordinary shares , rolex rings ltd , sanofi india ltd , craftsman automation ltd , fortis healthcare ltd , kajaria ceramics ltd , bajaj consumer care ltd , sona blw precision forgings ltd , indoco remedies ltd , sundaram fasteners ltd , birlasoft ltd , jyothy labs ltd , sonata software ltd , dcb bank ltd , satin creditcare network ltd , fino payments bank limited , net receivables / (payables) , poonawalla fincorp ltd , johnson controls - hitachi air conditioning india ltd , clean science and technology ltd , zydus wellness ltd , shyam metalics and energy ltd , home first finance co india ltd ordinary shares , escorts ltd , happiest minds technologies ltd ordinary shares , nmdc ltd , suryoday small finance bank ltd , just dial ltd , ifgl refractories ltd , ig petrochemicals ltd , varroc engineering ltd ordinary shares

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 S&P BSE 250 SmallCap Index TR INR

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review

    Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Small Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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