Aditya Birla Sun Life Small Cap Fund - Direct Plan

Value Research Rating

1 star

Our Opinion

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Riskometer

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Very High

₹93.1084 -0.94%

As on 20-May-2025

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

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Aditya Birla Sun Life Small Cap Fund - Direct Plan
1 star
unlock fund advisor
Very High
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1.01
4 star
unlock fund advisor
Very High
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0.68
5 star
unlock fund advisor
Very High
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0.68
4 star
unlock fund advisor
Very High
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0.97
5 star
unlock fund advisor
Very High
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0.39

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

Assets

info

₹4,531 Cr

Exit Load (Days)

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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 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • 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 20%.
  • No tax is to be paid as long as you continue to hold the units.

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

  • 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. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Aditya Birla Sun Life Small Cap Fund - Direct Plan

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.

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.