Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹93.1084 -0.94%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Small Cap Fund - Direct Plan
|
|
|
Very High
|
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1.01 |
|
 |
|
Very High
|
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0.68 |
||
 |
|
Very High
|
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0.68 |
||
|
|
Very High
|
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0.97 |
||
|
|
Very High
|
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0.39 |
₹4,531 Cr
1.00 (90)
1,000
1
100
6
Investment Strategy
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Small Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Small Cap Fund - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Small Cap Fund - Direct Plan, is ₹93.1084 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
3.12
|
|
|
2.35
|
|
|
2.24
|
|
|
2.14
|
|
|
2.05
|
Over the past five years, Aditya Birla Sun Life Small Cap Fund - Direct Plan has delivered an annualised return of 32.47% as of 21-May-2025.
The minimum investment required to start investing in Aditya Birla Sun Life Small Cap Fund - Direct Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
