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(%) | N/A | 21.07 | N/A | N/A |
| Average Rolling Returns(%) | 19.21 | 21.34 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is ₹19.37.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. 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 1.04%
The process for redemption is
The AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is currently ₹234 Crores.
The Top three stocks are Karur Vysya Bank, Delhivery and Navin Fluorine Intl and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% 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 58% of the total portfolio.
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.
Priya Sridhar manages 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 46.62 and PB ratio is 5.12
The asset allocation of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is Stocks : 99.96%, Debt : 0.05% 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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