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)

₹5,865 Cr

Lock In Period

N/A

Expense Ratio

2

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(%)
1M4.69-0.3512.01
6M20.382.3333.59
1Y21.124.4977.31
3Y15.0111.9199.14

Portfolio Analysis

  • Equity: 95.33%
  • Debt: 4.71%
  • Others
As on: 2026-07-31
View allocation % by

1. Sai Life Sciences Ltd.2.94%
2. Granules India Ltd.1.56%
3. Emcure Pharmaceuticals Ltd.1.32%
4. Gland Pharma Ltd.1.11%
5. Jubilant Pharmova Ltd.0.80%
6. Shilpa Medicare Ltd.0.58%
7. Acutaas Chemicals Ltd.0.53%
8. Sudeep Pharma Ltd.0.46%
9. Biocon Ltd.0.19%

1. Ujjivan Small Finance Bank Ltd.2.68%
2. Karur Vysya Bank Ltd.2.14%
3. RBL Bank Ltd.2.01%
4. DCB Bank Ltd.1.03%
5. Bandhan Bank Ltd.0.37%

1. PNB Housing Finance Ltd.1.94%
2. Aptus Value Housing Finance India Ltd.1.01%
3. Repco Home Finance Ltd.0.62%
4. Home First Finance Company India Ltd.0.41%

1. Dr. Lal Path labs Ltd.2.03%
2. Fortis Healthcare Ltd.0.97%
3. Krishna Institute of Medical Sciences Ltd.0.69%

1. S.J.S. Enterprises Ltd.1.70%
2. Minda Corporation Ltd.1.59%

1. Bikaji Foods International Ltd.1.97%
2. Mrs. Bectors Food Specialities Ltd.0.89%

1. Meesho Ltd.1.96%
2. Swiggy Ltd.0.83%

1. Navin Fluorine International Ltd.2.72%

1. TD Power Systems Ltd.1.97%
2. M & B Engineering Ltd.0.50%

1. The Ramco Cements Ltd.1.59%
2. JK Cement Ltd.0.84%

1. Firstsource Solutions Ltd.1.18%
2. Sagility Ltd.1.08%

1. Craftsman Automation Ltd.1.97%
2. Pitti Engineering Ltd.0.28%

1. Radico Khaitan Ltd.2.24%

1. Shaily Engineering Plastics Ltd.2.18%

1. PG Electroplast Ltd.1.47%
2. Whirlpool of India Ltd.0.71%

1. CCL Products (India) Ltd.2.09%

1. Sobha Ltd.1.33%
2. Prestige Estates Projects Ltd.0.68%

1. Apar Industries Ltd.1.09%
2. Sanofi Consumer Healthcare India Ltd.0.91%

1. Amagi Media Labs Ltd.1.17%
2. Latent View Analytics Ltd.0.80%

1. Manappuram Finance Ltd.1.86%

1. Arvind Ltd.1.81%

1. Multi Commodity Exchange of India Ltd.1.75%

1. Ather Energy Ltd.1.68%

1. NLC India Ltd.0.77%
2. CESC Ltd.0.75%

1. National Aluminium Company Ltd.1.43%

1. Manorama Industries Ltd.1.37%

1. Shivalik Bimetal Controls Ltd.1.33%

1. Crompton Greaves Consumer Electricals Ltd.0.82%
2. Orient Electric Ltd.0.43%

1. Aditya Infotech Ltd.1.23%

1. Voltamp Transformers Ltd.1.13%

1. Aditya Birla Real Estate Ltd.1.08%

1. Vodafone Idea Ltd.1.08%
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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 ₹5,865 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 2. 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 - Growth217,783 CR1.79
Nippon India Small Cap Fund Growth578,956 CR1.41
Aditya Birla Sun Life Small Cap Fund Growth15,865 CR2
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth15.014847.6011
This FundNippon India Small Cap Fund Growth11.136551.8238
This FundAditya Birla Sun Life Small Cap Fund Growth21.116152.1273
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. 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 : 4.69%
  • 6 Months : 20.38%
  • 1 Year : 21.12%
  • 3 Years : 15.01%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 101.1523 as on Sep 01,2026. Since inception, the return has been 52.13%.

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 ₹5,865 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.