Aditya Birla Sun Life Small Cap Fund SmartSip
Growth
NAV
Net Assets(AUM)
₹2,374 Cr
Inception Date31 May 2007
CategoryEquity Small Cap
TypeOpen Ended Fund
BenchmarkSmall Cap Peer Index
Category Rank1 st in Small Cap Equity
Formerly known as Aditya Birla Sun Life Small & Midcap Fund
Min Investment Amount₹1,000
Min SIP Investment₹1,000
Alpha-2.7
Expense Ratio2.4%
Sharpe Ratio-0.1
Information Ratio0.1
Exit Load0-365 Days (1%),365 Days and above(NIL)

Note: Data shown as on : 31 Jan 2020

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
0.3%-0.7%5.7%9.5%

Past Return (Absolute)

20192018201720162015
-11.5%-22.6%56.7%9.7%13.4%
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Investors understand that their principal will be at Moderately High risk

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.
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