Aditya Birla Sun Life Small Cap Fund Direct Plan Growth
- 15.63%
- (--0.47)45.3691
Min amount: ₹1,000
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 15.63% |
| 3 Years | 0.98% |
| 1 Year | 34.96% |
| 6 Months | 38.74% |
| Fund Details | |
|---|---|
| ISIN | INF209K01WN4 |
| Risk | Moderately High risk |
| Fund Type | Small-Cap |
| NAV | 45.3691 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Deepak Nitrite Ltd | 3.91% |
| JK Cement Ltd | 3.69% |
| Cyient Ltd | 2.81% |
| Radico Khaitan Ltd Shs Dematerialised | 2.61% |
| Cholamandalam Financial Holdings Ltd | 2.6% |
| Multi Commodity Exchange of India Ltd | 2.53% |
| KEC International Ltd | 2.44% |
| Metropolis Healthcare Ltd | 2.3% |
| Strides Pharma Science Ltd | 2.28% |
| Just Dial Ltd | 2.25% |
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
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