Overview (as on 02 Aug 2021)

NAV

₹58.9773

1y returns

111.074%

Fund AUM

₹2,877 Cr

Expense Ratio

1.1%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Basic Materials
25.76%
Industrials
17.81%
Consumer
13.51%
Financial Services
10.18%
Tech
10.09%
Defensive
9.73%
Health
6.20%
Communication
5.33%
Real Estate
1.39%
Size Breakup
Mid Cap
61.09%
Small Cap
33.64%
Large Cap
5.27%

Key Metrics

Beta 

0.86

Std deviation 

25.65%

Sharpe Ratio 

0.43

Holdings

Fund Details

Investment Objectives
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Scheme Name
Aditya Birla Sun Life Small Cap Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Jayesh Gandhi
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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Aditya Birla Sun Life Small Cap Fund Direct Pla...

NAV

₹58.9773

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Jayesh Gandhi
Jayesh Gandhi

leader

Qualifications
C.A., C.F.A., Master of International Management
Work Experience
"Jayesh joined Morgan Stanley Investment Management Private Limited as part of the Investment Team in August 2007. Prior to joining Morgan Stanley, he worked with Birla Sun Life Asset Management Company Ltd from September 2004 to July 2007 and was the designated Fund Manager of certain equity funds. He worked with Zacks Investment Research, Chicago, USA, Think Values, Salt Lake City, USA, J V Gokal Finance & Investments Private Limited, J M Shares and Stock Brokers and Dalal Street Communication. He has over 12 years of experience in investment management and equity research"
Kunal Sangoi
Kunal Sangoi

leader

Work Experience
"null"
Dhaval Gala
Dhaval Gala

manager

Work Experience
"null"
Nitesh Jain
Nitesh Jain

manager

Work Experience
"null"

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