Aditya Birla Sun Life Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹6,226 Cr

Lock In Period

N/A

Expense Ratio

2.01

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

Aditya Birla Sun Life Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.51-0.4612.01
6M27.524.1941.00
1Y15.534.2577.31
3Y14.9814.3499.01

Portfolio Analysis

  • Equity: 94.80%
  • Debt: 5.16%
  • Others
As on: 2026-08-31
View allocation % by

1. Sai Life Sciences Ltd.2.96%
2. Granules India Ltd.1.88%
3. Gland Pharma Ltd.1.21%
4. Emcure Pharmaceuticals Ltd.1.17%
5. Acutaas Chemicals Ltd.0.94%
6. Shilpa Medicare Ltd.0.84%
7. Jubilant Pharmova Ltd.0.71%
8. Sudeep Pharma Ltd.0.59%
9. Biocon Ltd.0.17%

1. Ujjivan Small Finance Bank Ltd.2.43%
2. Karur Vysya Bank Ltd.2.04%
3. RBL Bank Ltd.1.92%
4. DCB Bank Ltd.1.13%
5. Bandhan Bank Ltd.0.32%

1. PNB Housing Finance Ltd.1.99%
2. Aptus Value Housing Finance India Ltd.0.91%
3. Repco Home Finance Ltd.0.55%
4. Home First Finance Company India Ltd.0.37%

1. TD Power Systems Ltd.3.29%
2. M & B Engineering Ltd.0.43%

1. Dr. Lal Path labs Ltd.1.94%
2. Fortis Healthcare Ltd.0.87%
3. Krishna Institute of Medical Sciences Ltd.0.61%

1. S.J.S. Enterprises Ltd.1.67%
2. Minda Corporation Ltd.1.53%

1. Navin Fluorine International Ltd.2.93%

1. Meesho Ltd.2.08%
2. Swiggy Ltd.0.77%

1. Craftsman Automation Ltd.2.10%
2. Tempsens Instruments (India) Ltd.0.48%
3. Pitti Engineering Ltd.0.20%

1. Bikaji Foods International Ltd.1.81%
2. Mrs. Bectors Food Specialities Ltd.0.92%

1. Radico Khaitan Ltd.2.18%
2. Tilaknagar Industries Ltd.0.06%

1. Shaily Engineering Plastics Ltd.2.19%

1. The Ramco Cements Ltd.1.44%
2. JK Cement Ltd.0.74%

1. Ather Energy Ltd.2.15%

1. Arvind Ltd.2.08%

1. Multi Commodity Exchange of India Ltd.2.08%

1. Sagility Ltd.1.11%
2. Firstsource Solutions Ltd.0.97%

1. Apar Industries Ltd.1.26%
2. Sanofi Consumer Healthcare India Ltd.0.77%

1. PG Electroplast Ltd.1.31%
2. Whirlpool of India Ltd.0.67%

1. CCL Products (India) Ltd.1.84%

1. Shivalik Bimetal Controls Ltd.1.79%

1. Amagi Media Labs Ltd.0.96%
2. Latent View Analytics Ltd.0.65%

1. Manappuram Finance Ltd.1.60%

1. Manorama Industries Ltd.1.52%

1. National Aluminium Company Ltd.1.47%

1. Sedemac Mechatronics Ltd.1.41%

1. Aditya Infotech Ltd.1.22%

1. Voltamp Transformers Ltd.1.17%

1. Prestige Estates Projects Ltd.0.65%
2. Sobha Ltd.0.52%

1. Vodafone Idea Ltd.1.12%

1. Jindal Saw Ltd.1.06%
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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 ₹6,226 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 2.01. 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 - Growth219,076 CR1.78
Edelweiss Small Cap Fund Growth47,252 CR1.92
Aditya Birla Sun Life Small Cap Fund Growth16,226 CR2.01
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth10.435849.6438
This FundEdelweiss Small Cap Fund Growth6.083350.4361
This FundAditya Birla Sun Life Small Cap Fund Growth15.52951.9971
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

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 2.01. 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 : -0.51%
  • 6 Months : 27.52%
  • 1 Year : 15.53%
  • 3 Years : 14.98%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 100.2772 as on Sep 21,2026. Since inception, the return has been 52.00%.

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 ₹6,226 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.