Aditya Birla SL Small Cap Fund
1,000
Min SIP
1,000
Min Lumpsum
0.95 %
Expense Ratio
Rating
3,034
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18.7% | 36.3% | 8.4% | 16.2% | ||||
| Category Average | 18.8% | 40.6% | 12.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
J K Cements
Go Fashion (I)
Hitachi Energy
Campus Activewe.
Chola Financial
Others
Advance Ratio
-0.34
Alpha
4.08
SD
0.79
Beta
0
Sharpe
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. |
|---|
Fund 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.
Fund Managers
Vishal Gajwani
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 4,091
-
27.1%Fund Size - 4,091
-
64.3%Fund Size - 4,091
-
26.3%Fund Size - 4,091
-
- Equity .
- Small Cap .
-
- 26,293
-
27.6%Fund Size - 26,293
-
49.4%Fund Size - 26,293
-
20.1%Fund Size - 26,293
-
- Equity .
- Small Cap .
-
- 5,036
-
18.9%Fund Size - 5,036
-
46.4%Fund Size - 5,036
-
18.5%Fund Size - 5,036
-
- Equity .
- Small Cap .
-
- 15,857
-
33.2%Fund Size - 15,857
-
46.3%Fund Size - 15,857
-
15.7%Fund Size - 15,857
-
- Equity .
- Small Cap .
-
- 9,230
-
13.8%Fund Size - 9,230
-
44.8%Fund Size - 9,230
-
19.2%Fund Size - 9,230
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,75,965 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
How to invest in Aditya Birla SL Small Cap Fund ?
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"
What is the NAV of Aditya Birla SL Small Cap Fund ?
The NAV of Aditya Birla SL Small Cap Fund is ₹63.3 as of 02 June 2023.
How to redeem Aditya Birla SL Small Cap Fund holding ?
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”.
What is the minimum sip amount of Aditya Birla SL Small Cap Fund?
The minimum SIP amount of Aditya Birla SL Small Cap Fund is ₹1000
What are the top sectors Aditya Birla SL Small Cap Fund has invested in??
The top sectors Aditya Birla SL Small Cap Fund has invested in are
- J K Cements - 3.42%
- Go Fashion (I) - 2.46%
- Hitachi Energy - 2.43%
- Campus Activewe. - 2.16%
- Chola Financial - 2.15%
How much returns have Aditya Birla SL Small Cap Fund generated ?
The Aditya Birla SL Small Cap Fund has delivered 16.2% since inception
What is the expense ratio of Aditya Birla SL Small Cap Fund ?
The expense ratio of Aditya Birla SL Small Cap Fund is 0.95 % as of 02 June 2023.
What is the AUM of Aditya Birla SL Small Cap Fund?
The AUM of Aditya Birla SL Small Cap Fund is ₹2,75,965 Cr as of 02 June 2023
What are the top stock holdings of Aditya Birla SL Small Cap Fund?
The top stock holdings of Aditya Birla SL Small Cap Fund are
- J K Cements - 3.42%
- Go Fashion (I) - 2.46%
- Hitachi Energy - 2.43%
- Campus Activewe. - 2.16%
- Chola Financial - 2.15%