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
₹60.2496
-0.18%
(12 Mar)
AUM
4,054 Cr
TER
1.02%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.0%
+8.4%
+8.4%
+4.1%
+0.5%
-3.0%
3Y
+25.4%
+24.2%
+24.2%
+16.8%
+13.5%
+21.4%
5Y
+33.1%
+26.1%
+26.1%
+29.1%
+23.4%
+46.0%
ALL
+31.5%
+21.0%
+21.0%
+16.0%
+16.1%
+16.8%
VOL
18.2%
20.8%
20.8%
-
17.6%
15.4%
TER
0.5%
0.4%
0.4%
-
1.0%
0.7%
AUM
₹8,475 Cr
₹2,254 Cr
₹2,254 Cr
-
₹4,054 Cr
₹22,832 Cr
INFO
1.74
1.01
1.01
-
0.91
1.09
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 31st Jan
Top holdings
Clearing Corporation Of India Limited
4.8%
Navin Fluorine International Ltd
2.9%
Brigade Enterprises Ltd
2.2%
Tega Industries Ltd
2.1%
Hitachi Energy India Ltd Ordinary Shares
2.1%
TD Power Systems Ltd
2.0%
Multi Commodity Exchange of India Ltd
1.9%
Kirloskar Pneumatic Co Ltd
1.9%
JK Cement Ltd
1.8%
CCL Products (India) Ltd
1.7%
Top industry exposure
Industrials
23.3%
Consumer Cyclical
20.0%
Financial Services
13.1%
Basic Materials
11.6%
Healthcare
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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