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Aditya Birla Sun Life Small Cap Fund Growth Return

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  • 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)

₹5,731 Cr

Lock In Period

N/A

Expense Ratio

1.95

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(%)
1M0.790.0312.01
6M18.872.5232.27
1Y8.084.6377.31
3Y15.4814.36108.25

Portfolio Analysis

  • Equity: 96.00%
  • Debt: 4.05%
  • Others
As on: 2026-06-30
View allocation % by

1. SAI Life Sciences Ltd2.83%
2. Granules India Limited1.57%
3. Emcure Pharmaceuticals Ltd1.16%
4. Jubilant Pharmova Ltd0.85%
5. Gland Pharma Limited0.77%
6. Acutaas Chemicals Ltd0.62%
7. Shilpa Medicare Ltd0.58%
8. Sudeep Pharma Ltd0.45%
9. Piramal Pharma Ltd0.15%

1. Ujjivan Small Finance Bank Limited1.95%
2. RBL Bank Limited1.90%
3. Karur Vysya Bank Ltd/The1.77%
4. DCB Bank Limited1.05%
5. Bandhan Bank Limited0.44%

1. PNB Housing Finance Limited1.96%
2. Aptus Value Housing Finance India Ltd1.06%
3. Repco Home Finance Limited0.66%
4. Home First Finance Company India Limited0.40%

1. Dr. Lal Path Labs Limited1.49%
2. Fortis Healthcare Limited1.00%
3. Krishna Institute of Medical Sciences Ltd0.85%

1. Minda Corporation Limited1.69%
2. SJS Enterprises Pvt Limited1.61%

1. TD Power Systems Limited2.37%
2. M&B Engineering Ltd0.54%

1. Bikaji Foods International Ltd2.05%
2. Mrs Bectors Food Specialities Limited0.79%

1. Navin Fluorine International Limited2.82%

1. The Ramco Cements Limited1.65%
2. JK Cement Limited1.01%

1. Arvind Limited2.59%

1. Craftsman Automation Ltd1.82%
2. Pitti Engineering Ltd0.62%

1. ANGEL ONE LIMITED1.42%
2. Cholamandalam Financial Holdings Limited0.95%

1. CCL Products (India) Limited2.19%

1. Apar Industries Limited1.22%
2. SANOFI CONSUMER HEALTHCARE0.92%

1. MEESHO LTD1.38%
2. Swiggy Ltd0.71%

1. Radico Khaitan Limited2.08%

1. Sobha Limited1.36%
2. Prestige Estates Projects Limited0.68%

1. PG Electroplast Ltd1.30%
2. Whirlpool of India Limited0.73%

1. Shaily Engineering Plastics Ltd1.90%

1. Multi Commodity Exchange of India Limited1.89%

1. AMAGI MEDIA LABS LTD1.18%
2. Latent View Analytics Limited0.70%

1. Bank of India0.94%
2. Indian Bank0.87%

1. Manappuram Finance Limited1.66%

1. Firstsource Solutions Limited0.91%
2. SAGILITY LTD0.60%

1. Manorama Industries Ltd1.44%

1. CESC Limited0.88%
2. NLC India Limited0.56%

1. Shivalik Bimetal Controls Ltd1.38%

1. Aditya Infotech Ltd1.35%

1. Crompton Greaves Consumer Electricals Limited0.89%
2. Orient Electric Ltd.0.44%

1. Voltamp Transformers Limited1.21%
2. KEC International Limited0.07%

1. National Aluminium Company Limited1.14%

1. Hitachi Energy India Limited1.13%

1. Kirloskar Pneumatic Co Ltd1.09%

1. CEAT Limited1.04%

1. Aditya Birla Real Estate Ltd.1.04%

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 ₹5,731 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.95. 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 - Growth217,830 CR1.78
Franklin India Small Cap Fund Growth314,336 CR1.85
Aditya Birla Sun Life Small Cap Fund Growth15,731 CR1.95
Bandhan Small Cap Fund Growth528,466 CR1.8
Fund Name1Y3Y
This FundHSBC Small Cap Fund - Growth1.651451.6932
This FundFranklin India Small Cap Fund Growth-0.269651.7776
This FundAditya Birla Sun Life Small Cap Fund Growth8.07853.9819
This FundBandhan Small Cap Fund Growth4.3123100.0678

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 1.95. 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 : 0.79%
  • 6 Months : 18.87%
  • 1 Year : 8.08%
  • 3 Years : 15.48%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 94.9218 as on Jul 23,2026. Since inception, the return has been 53.98%.

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 ₹5,731 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.