Aditya Birla Sun Life Small Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.86% | 0.08% |
| 2 Year Return | 25.33% | 17.32% |
| 3 Year Return | 37.90% | 49.36% |
| 4 Year Return | 135.52% | 81.21% |
| 5 Year Return | 105.24% | 118.22% |
| 6 Year Return | 77.82% | 190.34% |
| 7 Year Return | 195.59% | 216.58% |
| Expense Ratio | 0.77% | - |
AMC: BirlaSunLife
Category: Equity • Small Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Abhinav Khandelwal
Minimum Purchase: ₹1,000
Exit Load: For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a\\u001fer 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Small Cap Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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