Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 0.74% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹4444 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/-- |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 38.92% |
Size breakup
Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 7.27% | 7.27% |
6 Month Returns | 18.37% | 18.37% |
1 Year Returns | 51.09% | 51.09% |
3 Years Returns | 85.32% | 22.83% |
5 Years Returns | 131.89% | 18.32% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | -0.92 | -4.03 | -6.45 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 0.79 | 0.84 | 0.96 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 2.49 | 0.95 | 0.55 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Small Cap Fund Direct Plan Reinvst of Inc Dis cum Cap Wdrl | 13.26 | 15.15 | 23.94 |