Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹1,000 | 1.01 % | 1★ | ₹2,979 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹1,000 | 1.01 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 1★ | ₹2,979 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -7.8% | 18.8% | 5.4% | 15.5% | ||||
| Category Average | -5.9% | 23.2% | 8.1% | - |
Scheme Allocation
Holding
Sector
Asset
J K Cements
CCL Products
Hitachi Energy
Go Fashion (I)
Axis Bank
Others
Fund House Details
Aditya Birla SL Small Cap Fund
Fund Manager
Vishal Gajwani
Exit Load
| Exit Load | 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment. |
|---|
Advance Ratio
| -0.03 | 1.11 | 0.79 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Equity | Sectoral / Thematic Mutual Funds-11.5%29.7%22.2%1Y3Y5Y -
-
Equity | Sectoral / Thematic Mutual Funds | 2
5.6%21.6%8.4%1Y3Y5Y -
-
Equity | Sectoral / Thematic Mutual Funds7.9%18.0%9.8%1Y3Y5Y
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,82,441 Cr
Address:
One World Centre,Tower 1,17th Flr,
Jupiter Mills,senapati Bapat
Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com
Frequently Asked Questions
You can invest in Aditya Birla SL Small Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Small Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Aditya Birla SL Small Cap Fund has delivered 15.5% since inception
The NAV of Aditya Birla SL Small Cap Fund is ₹56.6 as of 03 February 2023.
The expense ratio of Aditya Birla SL Small Cap Fund is 1.01 % as of 03 February 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
