Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 19.71 | 20.06 | 13.47 | N/A |
| Average Rolling Returns(%) | 18.38 | 22.00 | 14.08 | N/A |
The Current NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is ₹23.72.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark Nifty Smallcap 100, as the Funds portfolio is similar to its benchmark.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.88%
The process for redemption is
The AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is currently ₹367 Crores.
The Top three stocks are Sona BLW Precision, Karur Vysya Bank and Navin Fluorine Intl. and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth fund are BFSI, Healthcare and IT accounting for 60% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Mehul Dama and Priya Sridhar manage the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth current PE ratio is 49.71 and PB ratio is 6.56
The asset allocation of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is Stocks : 100.03%, Debt : 0.02% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is 0.25% on or before 15 days, Nil after 15 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
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Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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