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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹4,449 Cr

Lock In Period

N/A

Expense Ratio

1.91

Benchmark

Nifty Smallcap 100 Total Return

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.

Summary

Latest details for Aditya Birla Sun Life Small Cap Fund Growth include a ₹88.8412 NAV as of Apr 30,2026 and returns since inception of 70.33%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Small Cap Fund Growth AUM is ₹4,449 Cr, with a lock-in of N/A years, expense ratio of 1.91%, and benchmark Nifty Smallcap 100 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 16.55% returns, against a category average of -0.09% and a category best of 20.72%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.55-0.0920.72
6M1.591.4727.35
1Y14.814.8677.31
3Y19.4311.95131.41

Portfolio Analysis

  • Equity: 93.11%
  • Debt: 6.87%
  • Others
As on: 2026-03-31
View allocation % by

1. Karur Vysya Bank Ltd/The2.26%
2. Ujjivan Small Finance Bank Limited1.94%
3. RBL Bank Limited1.40%
4. Axis Bank Limited1.31%
5. DCB Bank Limited1.12%

1. SAI Life Sciences Ltd2.81%
2. Granules India Limited1.54%
3. Jubilant Pharmova Ltd0.92%
4. Piramal Pharma Ltd0.66%
5. Acutaas Chemicals Ltd0.58%
6. Sudeep Pharma Ltd0.47%
7. Shilpa Medicare Ltd0.43%
8. Emcure Pharmaceuticals Ltd0.36%

1. Krishna Institute of Medical Sciences Ltd1.64%
2. Dr. Lal Path Labs Limited1.53%
3. Fortis Healthcare Limited1.43%

1. PNB Housing Finance Limited1.83%
2. Aptus Value Housing Finance India Ltd0.95%
3. Repco Home Finance Limited0.71%
4. Home First Finance Company India Limited0.51%

1. TD Power Systems Limited2.51%
2. LAKSHMI MACHINE WORKS LTD0.51%
3. M&B Engineering Ltd0.51%
4. DEE Development Engineers Ltd0.13%

1. Navin Fluorine International Limited3.19%

1. Minda Corporation Limited1.58%
2. SJS Enterprises Pvt Limited1.45%

1. The Ramco Cements Limited1.78%
2. JK Cement Limited1.21%

1. Multi Commodity Exchange of India Limited2.57%

1. CCL Products (India) Limited2.52%

1. PG Electroplast Ltd1.36%
2. Whirlpool of India Limited1.01%

1. Apar Industries Limited1.24%
2. SANOFI CONSUMER HEALTHCARE1.11%

1. Bank of India1.19%
2. Indian Bank1.16%

1. ANGEL ONE LIMITED1.32%
2. Cholamandalam Financial Holdings Limited1.00%

1. Craftsman Automation Ltd1.72%
2. Pitti Engineering Ltd0.60%

1. Sobha Limited1.51%
2. Prestige Estates Projects Limited0.76%

1. Bikaji Foods International Ltd1.12%
2. Mrs Bectors Food Specialities Limited1.02%

1. Arvind Limited2.01%

1. Voltamp Transformers Limited1.20%
2. KEC International Limited0.81%

1. Swiggy Ltd0.99%
2. MEESHO LTD0.95%

1. Radico Khaitan Limited1.77%

1. Manappuram Finance Limited1.65%

1. CESC Limited1.48%

1. Crompton Greaves Consumer Electricals Limited0.93%
2. Orient Electric Ltd.0.51%

1. Shaily Engineering Plastics Ltd1.43%

1. Cyient Limited0.73%
2. Birlasoft Limited0.70%

1. Hitachi Energy India Limited1.42%

1. SAGILITY LTD0.78%
2. Firstsource Solutions Limited0.64%

1. Manorama Industries Ltd1.27%

1. CEAT Limited1.25%

1. National Aluminium Company Limited1.17%

1. Aditya Birla Real Estate Ltd.1.13%

About Fund

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 ₹4,449 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.91. 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
This FundEdelweiss Small Cap Fund Growth45107.67 CR1.83
This FundFranklin India Small Cap Fund Growth311724.35 CR1.78
This FundAditya Birla Sun Life Small Cap Fund Growth14449.15 CR1.91
This FundBandhan Small Cap Fund Growth520129.67 CR1.64
Fund Name1Y3Y
This FundEdelweiss Small Cap Fund Growth9.752468.9323
This FundFranklin India Small Cap Fund Growth7.845469.9883
This FundAditya Birla Sun Life Small Cap Fund Growth14.806570.3345
This FundBandhan Small Cap Fund Growth13.7286122.2431

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 1.91. 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 : 16.55%
  • 6 Months : 1.59%
  • 1 Year : 14.81%
  • 3 Years : 19.43%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 88.8412 as on Apr 30,2026. Since inception, the return has been 70.33%.

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 ₹4,449 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.
Min Inv Amount: ₹500