3 Year return
21.63%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹243.46 Cr.
Expense Ratio
0.46% (inclusive of GST)
Exit Load
For redemption / switch-out of units on or before 15 days from the date of allotment: 0.25% of applicable NAV. For redemption / switch-out of units after 15 days from the date of allotment - Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Aditya Birla Sun Life Mutual Fund Managers
LS
Lovelish Solanki
Fund Manager since Apr 2022
Fund House Details
Aditya Birla Sun Life Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
24.34% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
24.17% |
0 |
UTI Nifty Next 50 Index Fund |
20.13% |
0 |
Schemes by Aditya Birla Sun Life Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct Plan Growth
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Payout
Other . FoFs Domestic
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme Direct IDCW Reinvestment
Other . Index Fund
Aditya Birla Sl BSE India Infrastructure Index Fund Direct Growth
Other . Index Fund
Aditya Birla Sl BSE India Infrastructure Index Fund Direct IDCW Payout
About Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth is an index fund managed by Aditya Birla Sun Life Mutual Fund. It is a small-cap index fund, which means that it tracks the performance of the Nifty Smallcap 50 index. The Nifty Smallcap 50 index is a benchmark index that tracks the performance of the 50 smallest companies listed on the Bombay Stock Exchange. This is an open-ended fund that provides the investor with an opportunity to buy or sell fund units at any time. The expense ratio of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth is slightly higher compared to its category average.
Investment Objectives of the Scheme
The investment objective of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth is to track the performance of the Nifty Smallcap 50 index.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.46% |
Fund Manager | Lovelish Solanki |
Fund Size | ₹243.46 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for capital appreciation and who are comfortable with the volatility of small-cap stocks. This fund is a good option for investors who are willing to invest for at least 3 years. It is important to remember that all investments carry some risk, and you should always do your own research before investing. However, talk to your financial advisor and ensure that you are considering your investment objectives and risk appetite.
AMC Contact Details
Name | Aditya Birla Sun Life Mutual Fund |
Launch Date | September 1994 |
Addresss | One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013 |
Contact | 1-800-22-7000 |
care.mutualfunds@adityabirlacapital.com | |
Website | https://mutualfund.adityabirlacapital.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
What is the AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
What is the expense ratio of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
What are the returns of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund since inception?
What is the minimum SIP amount to invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
How do I invest in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.