Aditya Birla Sun Life Small Cap Fund - Direct Plan

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Value Research Rating

1 star

Analyst’s Choice

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Riskometer

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Very High

₹98.6722 0.08%

As on 23-Jul-2024

Returns

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Calculate SIP Returns of Aditya Birla Sun Life Small Cap Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Aditya Birla Sun Life Small Cap Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Aditya Birla Sun Life Small Cap Fund - Direct Plan

Assets info

₹5,169 Cr

Exit Load (Days) info

1.00 (90)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

100

Min. No of Cheques

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

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Aditya Birla Sun Life Small Cap Fund - Direct Plan

Aditya Birla Sun Life Small Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Small Cap Fund - Direct Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Aditya Birla Sun Life Small Cap Fund - Direct Plan is ₹98.6722 as of 24-Jul-2024.

The AUM of Aditya Birla Sun Life Small Cap Fund - Direct Plan Fund is ₹5,169 Cr as of 30-Jun-2024

The riskometer level of Aditya Birla Sun Life Small Cap Fund - Direct Plan is Very High. See More

As of 30-Jun-2024, Aditya Birla Sun Life Small Cap Fund - Direct Plan had invested 98.31% in Equity and 1.69% in Cash & Cash Eq. See More

Aditya Birla Sun Life Small Cap Fund - Direct Plan is 11 years 6 months old. It has delivered 18.86% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
42.46%
19.58%
24.09%
13.78%
17.49%
18.86%

No, There is no lock in period in Aditya Birla Sun Life Small Cap Fund - Direct Plan.

The expense ratio of Aditya Birla Sun Life Small Cap Fund - Direct Plan is 0.87.

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