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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹4,778 Cr

Lock In Period

N/A

Expense Ratio

1.9

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 ₹81.0403 NAV as of Mar 04,2026 and returns since inception of 62.97%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Small Cap Fund Growth AUM is ₹4,778 Cr, with a lock-in of N/A years, expense ratio of 1.9%, 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 2.44% returns, against a category average of 0.45% and a category best of 12.01%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.440.4512.01
6M-1.502.9927.35
1Y18.867.9277.31
3Y17.6817.47121.63

Portfolio Analysis

  • Equity: 95.46%
  • Debt: 4.48%
  • Others
As on: 2026-01-31
View allocation % by

1. Karur Vysya Bank Ltd2.57%
2. Ujjivan Small Finance Bank Limited2.03%
3. Axis Bank Limited1.43%
4. RBL Bank Limited1.35%
5. DCB Bank Limited1.22%

1. SAI Life Sciences Ltd2.18%
2. Granules India Limited1.32%
3. Eris Lifesciences Limited1.17%
4. Jubilant Pharmova Ltd1.03%
5. Piramal Pharma Ltd0.69%
6. Sudeep Pharma Ltd0.45%
7. Acutaas Chemicals Ltd0.40%
8. Emcure Pharmaceuticals Ltd0.31%
9. Shilpa Medicare Ltd0.27%

1. PNB Housing Finance Limited1.86%
2. Aptus Value Housing Finance India Ltd1.25%
3. Repco Home Finance Limited0.76%
4. Home First Finance Company India Limited0.62%

1. Krishna Institute of Medical Sciences Ltd1.52%
2. Dr. Lal Path Labs Limited1.44%
3. Fortis Healthcare Limited1.42%

1. Minda Corporation Limited1.64%
2. SJS Enterprises Pvt Limited1.63%
3. Endurance Technologies Limited0.50%

1. TD Power Systems Limited2.23%
2. M&B Engineering Ltd0.67%
3. LAKSHMI MACHINE WORKS LTD0.59%
4. DEE Development Engineers Ltd0.16%

1. The Ramco Cements Limited2.02%
2. JK Cement Limited1.23%

1. Navin Fluorine International Limited3.06%

1. Multi Commodity Exchange of India Limited2.99%

1. Craftsman Automation Ltd1.68%
2. Pitti Engineering Ltd0.64%
3. Tega Industries Limited0.62%

1. Sobha Limited1.72%
2. Prestige Estates Projects Limited1.00%

1. Bank of India1.55%
2. Indian Bank1.16%

1. CCL Products (India) Limited2.19%

1. Bikaji Foods International Ltd1.10%
2. Mrs Bectors Food Specialities Limited1.08%

1. Cholamandalam Financial Holdings Limited1.22%
2. ANGEL ONE LIMITED0.96%

1. SANOFI CONSUMER HEALTHCARE1.02%
2. Apar Industries Limited0.93%

1. KEC International Limited0.98%
2. Voltamp Transformers Limited0.95%

1. Whirlpool of India Limited0.92%
2. PG Electroplast Ltd0.86%

1. Manappuram Finance Limited1.75%

1. Arvind Limited1.73%

1. Firstsource Solutions Limited0.93%
2. SAGILITY LTD0.72%

1. Swiggy Ltd0.97%
2. MEESHO LTD0.50%

1. National Aluminium Company Limited1.45%

1. Manorama Industries Ltd1.41%

1. CESC Limited1.38%

1. Hitachi Energy India Limited1.38%

1. CEAT Limited1.35%

1. Crompton Greaves Consumer Electricals Limited0.86%
2. Orient Electric Ltd.0.48%

1. Cyient Limited1.00%
2. Sonata Software Limited0.31%

1. RHI Magnesita India Limited0.87%
2. IFGL Refractories Limited0.35%

1. Shaily Engineering Plastics Ltd1.20%

1. Aditya Birla Real Estate Ltd.1.19%

1. Latent View Analytics Limited1.18%

1. Radico Khaitan Limited1.18%

1. NMDC Steel Ltd1.02%

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 ₹4,778 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.9. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Small Cap Fund Growth325516.76 CR1.61
This FundFranklin India Small Cap Fund Growth412763.51 CR1.77
This FundAditya Birla Sun Life Small Cap Fund Growth14778.12 CR1.9
This FundBandhan Small Cap Fund Growth519266.54 CR1.63
Fund Name1Y3Y
This FundAxis Small Cap Fund Growth12.684160.5158
This FundFranklin India Small Cap Fund Growth10.117662.4467
This FundAditya Birla Sun Life Small Cap Fund Growth18.859662.9659
This FundBandhan Small Cap Fund Growth15.2686112.788

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 1.9. 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 : 2.44%
  • 6 Months : -1.50%
  • 1 Year : 18.86%
  • 3 Years : 17.68%
Returns of Aditya Birla Sun Life Small Cap Fund Growth are updated daily based on NAV of ₹ 81.0403 as on Mar 04,2026. Since inception, the return has been 62.97%.

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 ₹4,778 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