3 Year return

19.64%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹5181.16 Cr.

Expense Ratio

0.94% (inclusive of GST)

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.

Ratings

ARQ Rating
0.5

Ratings by other agencies

1
1
1

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

Holdings

Aditya Birla Sun Life Mutual Fund Managers

KS

Kunal Sangoi

Fund Manager since Dec 2014

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹384,326.89 Cr.
No. of Schemes 243
Setup Date September 1994

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Quant Small Cap Fund

29.96%

4

Nippon India Small Cap Fund

30.27%

4

Bank of India Small Cap Fund

26.57%

2.5

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About the Aditya Birla Sun Life Small Cap Fund Growth Direct Plan

The Aditya Birla Sun Life Small Cap Fund Growth Direct Plan is an open-ended equity mutual fund scheme that invests in a diversified portfolio of small-cap stocks. The fund aims to generate long-term capital growth for its investors by investing in stocks of companies that have the potential to grow at a faster rate than the market.

Investment Objectives of the Scheme

The investment objective of the Aditya Birla Sun Life Small Cap Fund Growth Direct Plan is to generate long-term capital growth for its investors by investing in stocks of companies that have the potential to grow at a faster rate than the market. The fund may invest in stocks of companies that are engaged in a variety of industries, such as manufacturing, technology, and consumer goods.

Key Features of The Fund

5-year return 25.81%
Expense Ratio 0.94%
Fund Manager Kunal Sangoi
Fund Size ₹5181.16 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Aditya Birla Sun Life Small Cap Fund Growth Direct Plan is a good option for investors who are looking for a long-term investment that can provide them with the potential for high returns. However, it is important to note that small-cap stocks are more volatile than large-cap stocks and therefore carry a higher risk. The fund is suitable for investors who have a time horizon of at least 5 years and who are comfortable with the risk of investing in small-cap stocks.

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
Email 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.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

What is today's NAV of Aditya Birla Sun Life Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Small Cap Fund Dec 04 2024 is 101.9418

What is the AUM of Aditya Birla Sun Life Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Small Cap Fund is 5181.16 crore.

What is the expense ratio of Aditya Birla Sun Life Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Small Cap Fund is 0.94%

What are the returns of Aditya Birla Sun Life Small Cap Fund since inception?

The Aditya Birla Sun Life Small Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 18.64 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Small Cap Fund is 100.

How do I invest in Aditya Birla Sun Life Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.