FAQ : Aditya Birla Sun Life Small Cap Fund - Growth

Aditya Birla Sun Life Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 45.94 27.22 18.43 13.56
Average Rolling Returns(%) 21.07 17.76 14.60 15.45

The Current NAV of Aditya Birla Sun Life Small Cap Fund - Growth is ₹74.54.

You can consider SIP in Aditya Birla Sun Life Small Cap Fund - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Small Cap Fund - Growth fund’s expense ratio is 1.85%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Small Cap Fund - Growth is currently ₹5,491 Crores.

The Top three stocks are JK Cement, Hitachi Energy India and Sanofi India and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 22% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Small Cap Fund - Growth fund are Capital Goods, BFSI and Construction & Infrastructure accounting for 45% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund 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 Small Cap Fund - Growth Fund is Equity - Small cap Fund.

Vishal Gajwani manages the Aditya Birla Sun Life Small Cap Fund - Growth Fund.

Aditya Birla Sun Life Small Cap Fund - Growth current PE ratio is 51.10 and PB ratio is 7.03

The asset allocation of Aditya Birla Sun Life Small Cap Fund - Growth is Stocks : 95.73%, Debt : 4.25% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Small Cap Fund - Growth is ₹1000.00 and minimum lumpsum is ₹1000.00

The exit load for Aditya Birla Sun Life Small Cap Fund - Growth is 1% on or before 90 days, Nil after 90 days

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