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Aditya Birla SL Small Cap Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.95 | 58.04 | 1.10 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 53.15 | 1.38 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| BSE 250 Small Cap - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Small Cap Fund | 21.72% | 17.87% | 18.19% |
| Nippon India Small Cap Fund | 26.19% | 27.14% | 26.99% |
| HDFC Small Cap Fund | 20.86% | 23.62% | 20.99% |
| SBI Small Cap Fund | 24.63% | 20.43% | 25.80% |
Price Comparison
Compare Aditya Birla SL Small Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Hitachi Energy India Ltd3M change : -0.61 %
Holdings
3.03 %
-0.61 % - Kirloskar Pneumatic Company Ltd3M change : 0.81 %
Holdings
2.98 %
0.81 % - TD Power Systems Ltd3M change : -0.06 %
Holdings
2.95 %
-0.06 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
94
Total AUM
₹ 3,71,975.90 Cr.
Fund Manager Profile
Abhinav Khandelwal
AUM: ₹11,457.23 Cr.
|
Exp: —
Dhaval Joshi
AUM: ₹67,046.01 Cr.
|
Exp: 15yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Aditya Birla Sun Life SmallCap 50 Index Fund & Midcap 150 Index Fund NFO - Mahesh Patil
3 years ago•Groww Mutual fund
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Aditya Birla Sun Life Small Cap Fund - Review
6 years ago•Groww
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6 years ago•Yadnya Investment Academy
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6 years ago•The Mutual Fund Talk
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%