Aditya Birla Sun Life Small Cap Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Small Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 2181.95
Expense Ratio
1.27%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
35.5831
(-0.36 %)
NAV as on 2018-11-16
Returns
Fund
Aditya Birla Sun Life Small Cap Fund - Direct Plan
1 Year
-18.17%
3 Year
12.25%
5 Year
22.62%
AMC Details
amc launch date
Launch Date
23 Dec 1994
amc sponsor
Sponsor
NA
amc email
Email
connect@birlasunlife.com
amc phone
Phone
022 - 43568000
amc address
Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound, 841, S.B. Marg, Elphinstone Road Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. 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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,690
Portfolio Value
-310
Total Returns