Aditya Birla Sun Life Small Cap Fund Growth-2.19%

3Groww
-27.16%
1 Year Return
Equity
Small Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Small Cap Fund Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.33%
NAV32.55 (08 Jul 2019)
Fund Started30 May 2007
Fund Size2,174 Cr

Fund Overview

Quick overview of Aditya Birla Sun Life Small Cap Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Small Cap Fund Growth
-27.2%
-2.1%
7.8%
8.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -27.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market10.8%
    KEC International Ltd.ConstructionEquity3.2%
    DCB Bank Ltd.Financial ServicesEquity3.2%
    PNC Infratech Ltd.ConstructionEquity3.2%
    IRB Infrastructure Developers Ltd.ConstructionEquity2.5%
    Cyient Ltd.ITEquity2.3%
    Johnson Controls - Hitachi Air Conditioning India Ltd.Consumer GoodsEquity2.2%
    Tata Metaliks Ltd.MetalsEquity2.1%
    Mahindra CIE Automotive Ltd.Industrial ManufacturingEquity2.1%
    Jyothy Laboratories Ltd.Consumer GoodsEquity2.1%
    See All

    Fund Managers

    addJayesh Gandhi
    Education
    Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
    Experience
    He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Small Cap Fund Growth is a Equity Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 30 May 2007. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Small Cap Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹2,174 Cr and the Latest NAV as of 08 Jul 2019 is ₹32.55.

    The Aditya Birla Sun Life Small Cap Fund Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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