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.)
₹ 2115.64
Expense Ratio
1.07%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Small-Cap |
| Benchmark Type | S&P BSE 500 |
| Scheme AUM (in Crs.) | ₹ 2115.64 |
| Expense Ratio | 1.07% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
DCB Bank Ltd.
Equity
3.17
Johnson Controls - Hitachi Air Conditioning India Ltd.
Equity
2.91
KEC International Ltd.
Equity
2.61
Cyient Limited
Equity
2.53
Jyothy Laboratories Ltd.
Equity
2.47
PNC Infratech Ltd.
Equity
2.31
Minda Corporation Ltd.
Equity
2.24
Mahindra CIE Automotive Ltd.
Equity
2.24
Reliance Home Finance Ltd.
Equity
2.21
Gujarat Narmada Valley Fertilizers & Chemicals Ltd.
Equity
2.12
Sector Allocation(%)
Sector
Percent
Construction
9.75
Engineering
8.28
Automobile
7.35
Financial
17.17
Services
11.87
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.
Launch Date
23 Dec 1994
Sponsor
NA
Email
care.mutualfunds@adityabirlacapital.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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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