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Aditya Birla Sun Life Small Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹5,254 Cr

Lock In Period

N/A

Expense Ratio

1.85

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 aer 90 days from the date of allotment: Nil.

Benchmark

Nifty Smallcap 100 Total Return

Summary

Aditya Birla Sun Life Small Cap Fund Growth NAV is ₹90.4121 as of 25 May, 2026. Aditya Birla Sun Life Small Cap Fund Growth has delivered 64.10% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Small Cap Fund Growth is ₹100. The AUM of Aditya Birla Sun Life Small Cap Fund Growth is ₹5,254 Cr. The expense ratio of the fund is 1.85%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund is 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 aer 90 days from the date of allotment: Nil.. In the last 1M months, Aditya Birla Sun Life Small Cap Fund Growth has delivered 4.02% returns.

Aditya Birla Sun Life Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.02-0.1512.01
6M5.151.5427.35
1Y10.034.6777.31
3Y17.9515.67125.55

Portfolio Analysis

  • Equity: 93.44%
  • Debt: 6.55%
  • Others
As on: 2026-04-30
View allocation % by

1. SAI Life Sciences Ltd2.62%
2. Granules India Limited1.47%
3. Jubilant Pharmova Ltd0.88%
4. Piramal Pharma Ltd0.66%
5. Acutaas Chemicals Ltd0.49%
6. Sudeep Pharma Ltd0.48%
7. Shilpa Medicare Ltd0.43%
8. Emcure Pharmaceuticals Ltd0.32%

1. Ujjivan Small Finance Bank Limited1.85%
2. Karur Vysya Bank Ltd/The1.72%
3. RBL Bank Limited1.38%
4. DCB Bank Limited1.15%
5. Bandhan Bank Limited0.47%

1. PNB Housing Finance Limited2.15%
2. Aptus Value Housing Finance India Ltd1.08%
3. Repco Home Finance Limited0.70%
4. Home First Finance Company India Limited0.56%

1. Krishna Institute of Medical Sciences Ltd1.49%
2. Fortis Healthcare Limited1.40%
3. Dr. Lal Path Labs Limited1.35%

1. TD Power Systems Limited2.88%
2. M&B Engineering Ltd0.63%
3. LAKSHMI MACHINE WORKS LTD0.53%

1. Navin Fluorine International Limited2.99%

1. SJS Enterprises Pvt Limited1.44%
2. Minda Corporation Limited1.38%

1. The Ramco Cements Limited1.68%
2. JK Cement Limited1.07%

1. Multi Commodity Exchange of India Limited2.70%

1. ANGEL ONE LIMITED1.44%
2. Cholamandalam Financial Holdings Limited0.97%

1. Bikaji Foods International Ltd1.46%
2. Mrs Bectors Food Specialities Limited0.94%

1. MEESHO LTD1.52%
2. Swiggy Ltd0.87%

1. PG Electroplast Ltd1.31%
2. Whirlpool of India Limited1.06%

1. Sobha Limited1.55%
2. Prestige Estates Projects Limited0.81%

1. Apar Industries Limited1.31%
2. SANOFI CONSUMER HEALTHCARE1.04%

1. Craftsman Automation Ltd1.61%
2. Pitti Engineering Ltd0.72%

1. CCL Products (India) Limited2.29%

1. Radico Khaitan Limited2.13%

1. Voltamp Transformers Limited1.37%
2. KEC International Limited0.75%

1. Bank of India1.03%
2. Indian Bank0.99%

1. Arvind Limited2.00%

1. Shaily Engineering Plastics Ltd1.74%

1. Manappuram Finance Limited1.64%

1. CESC Limited1.57%

1. Crompton Greaves Consumer Electricals Limited0.96%
2. Orient Electric Ltd.0.51%

1. Manorama Industries Ltd1.44%

1. Cyient Limited0.72%
2. Birlasoft Limited0.66%

1. Aditya Birla Real Estate Ltd.1.27%

1. SAGILITY LTD0.69%
2. Firstsource Solutions Limited0.57%

1. Hitachi Energy India Limited1.18%

1. Shivalik Bimetal Controls Ltd1.18%

1. CEAT Limited1.12%

1. Latent View Analytics Limited0.83%
2. AMAGI MEDIA LABS LTD0.24%

1. National Aluminium Company Limited1.03%

About Fund Aditya Birla Sun Life Small Cap Fund Growth

Aditya Birla Sun Life Small Cap Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Small-capscheme with Assets Under Management of ₹5,254 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.85. Under the expert guidance of Abhinav Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Abhinav Khandelwal

Mr. Abhinav Khandelwal is Chartered Accountant. Prior to joining Canara Robeco Mutual Fund he has worked with Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HSBC Small Cap Fund - Growth216393.56 CR1.76
Franklin India Small Cap Fund Growth313850.25 CR1.77
Aditya Birla Sun Life Small Cap Fund Growth15253.5 CR1.85
Bandhan Small Cap Fund Growth525345.79 CR2
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth4.458559.6025
This FundFranklin India Small Cap Fund Growth0.048761.7517
This FundAditya Birla Sun Life Small Cap Fund Growth10.030464.0986
This FundBandhan Small Cap Fund Growth7.8143116.6448

Aditya Birla Sun Life Small Cap Fund Growth FAQs

Aditya Birla Sun Life Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Small Cap Fund Growth is 1.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 4.02%
  • 6 Months : 5.15%
  • 1 Year : 10.03%
  • 3 Years : 17.95%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 90.4121 as on May 22,2026. Since inception, the return has been 64.10%.

You can invest in Aditya Birla Sun Life Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Small Cap Fund Growth is ₹5,254 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.