Aditya Birla Sun Life Small Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Small Cap IDCW Reinvest Direct Plan

NAV
₹62.5865
-2.61%
(13 Mar)
AUM
4,882 Cr
TER
0.91%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.5%
+10.8%
+10.2%
+6.7%
+6.7%
+6.5%
3Y
+22.0%
+16.7%
+28.5%
+22.8%
+22.8%
+16.9%
5Y
+20.3%
+13.0%
+20.8%
+16.3%
+16.3%
+17.3%
ALL
+21.2%
+15.6%
+27.6%
+18.4%
+18.4%
+13.8%
VOL
19.0%
17.6%
18.1%
20.3%
20.3%
-
TER
0.4%
0.9%
0.5%
0.4%
0.4%
-
AUM
₹9,716 Cr
₹4,882 Cr
₹20,474 Cr
₹2,712 Cr
₹2,712 Cr
-
INFO
1.12
0.89
1.52
0.91
0.91
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Small Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Clearing Corporation Of India Limited
4.1%
Navin Fluorine International Ltd
2.9%
Multi Commodity Exchange of India Ltd
2.8%
Sai Life Sciences Ltd
2.6%
TD Power Systems Ltd
2.4%
Karur Vysya Bank Ltd
2.3%
CCL Products (India) Ltd
2.2%
Ramco Cements Ltd
2.0%
Arvind Ltd
1.9%
Krishna Institute of Medical Sciences Ltd
1.8%
Top industry exposure
Financial Services
22.9%
Consumer Cyclical
16.2%
Industrials
15.3%
Healthcare
14.4%
Basic Materials
11.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
45%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Fund manager(s)
Abhinav Khandelwal
Dhaval Joshi

FAQs