Aditya Birla Sun Life Small Cap Fund Direct Plan Growth - Regular - Latest NAV [ ₹58.9773 ], Returns, Performance, Portfolio & Returns 2021

Aditya Birla Sun Life Small Cap Fund Direct Plan Growth

  • highlight
    14.02%
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    (+0.34)58.9773

Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years14.02%
3 Years13.49%
1 Year111.07%
6 Months42.22%
Fund Details
ISININF209K01WN4
RiskVery High Risk
Fund TypeSmall-Cap
NAV58.9773
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Deepak Nitrite Ltd4.3%
JK Cement Ltd3.92%
Cyient Ltd3.13%
Just Dial Ltd2.89%
Cholamandalam Financial Holdings Ltd2.73%
National Aluminium Co Ltd2.57%
Radico Khaitan Ltd Shs Dematerialised2.45%
V-Guard Industries Ltd2.25%
Steel Authority Of India Ltd Shs Dematerialised2.13%
Prince Pipes And Fittings Ltd Ordinary Shares2.05%

About Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth

This fund intends to provide investors with returns in the form of long-term capital appreciation by investing mostly in the equity-linked securities being issued by the small-cap companies across all sectors.

Pros and Cons of Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth

The main advantage of investing in Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth is that you get exposure to a portfolio which consists of equity and equity-linked securities of small-cap companies across all sectors. This fund is expected to do well when the markets are booming. On the flip side, this fund carries higher than a large-cap fund.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth has been categorised under the class of ‘moderately high risk’ mutual funds. However, it is not as risky as a thematic mutual fund scheme.

iii) Redemption

Since Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth is open-ended, you can redeem your investments at any time. iv) Fund Manager Mr Dhaval Gala, Mr Nitesh Jain and Mr Kunal Sangoi are the current fund managers of Aditya Birla Sun Life Small Cap Fund - Direct Plan - Growth.

v) Entry/Exit Load

No entry load applies as per the mandate of the Indian securities market regulator. An exit load of 1% is charged if you redeem your fund units within a period of one year from the date of allotment.

About Aditya Birla Sun Life India Mutual Fund

Aditya Birla Sun Life Mutual Fund is one of the top fund houses in the country. It entered the Indian mutual fund industry back in the year 1994 when it registered itself with the Indian market watchdog with Aditya Birla Capital Limited and Sun Life as its sponsors. It had assets worth a whopping Rs 2.14 lakh crore under its management as of June 2020.

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns