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Aditya Birla Sun Life Small Cap Fund Direct Plan

The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.

Suitability

This product is suitable for investors who are seeking

• long term capital growth

• investments predominantly in equity and equity related securities of companies considered to be small and midcap

Fund Info

Scheme Type

Open-ended

Scheme Category

Small-Cap

Benchmark Type

S&P BSE 500

Scheme AUM (in Crs.)

₹ 2447.14

Expense Ratio

1.05%

Scheme Class

Equity

AMC AUM (in Crs.)

₹ 249270

Min Subscription

₹ 1000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

NTPC LIMITED

Cash - Commercial Paper

DCB Bank Ltd

Equity

KEC International Ltd

Equity

Clearing Corporation Of India Limited

Cash - Collateral

PNC Infratech Ltd

Equity

Deepak Nitrite Ltd

Equity

INOX Leisure Ltd

Equity

Satin Creditcare Network Ltd

Equity

Mahindra CIE Automotive Ltd

Equity

IRB Infrastructure Developers Ltd

Equity

Asset Allocation(%)

Equity

Cash - Commercial Paper

Cash - Collateral

Cash

Sector Allocation(%)

Sector

Percent

Credit Services

Banks - Regional - Asia

Engineering & Construction

Auto Parts

Infrastructure Operations

Birla Sun Life Mutual Fund

AUM

₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

connect@birlasunlife.com

Phone

1800 22 7000

Address

One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Birla Sun Life Mutual Fund

AUMLaunch DatePhoneEmailAddress2,49,27023 Dec 19941800 22 7000connect@birlasunlife.comOne India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

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Disclaimer

Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund

Investment Duration