Aditya Birla SL Small Cap Fund

Equity | Small Cap Mutual Funds
 | 1
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

Returns and Ranks ( as on 03 February 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
3.5%
CCL Products
2.54%
Hitachi Energy
2.51%
Go Fashion (I)
2.22%
Axis Bank
2.17%
Others
87.05%
Consumer Durables
10.16%
Auto Components
9.89%
Finance
7.31%
Banks
6.44%
Food Products
3.65%
Others
62.54%
Equity
96.92%
Reverse Repos
3.17%
Net Curr Ass/Net Receivables
-0.09%
Others
0%

Fund House Details

Aditya Birla Sun Life Mutual Fund

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

AMC Contact Details

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”.
Invest Now