| Inception Date | 31 May 2007 |
| Category | Equity Small Cap |
| Type | Open Ended Fund |
| Benchmark | Small Cap Peer Index |
| Category Rank | 1 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 | - |
| Expense Ratio | 1.9% |
| Sharpe Ratio | -0.4 |
| Information Ratio | - |
| Exit Load | 0-365 Days (1%),365 Days and above(NIL) |
Note: Data shown as on : 31 Jul 2025
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| -6.0% | 16.8% | 24.2% | 12.4% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 21.5% | 39.4% | -6.5% | 51.4% | 19.8% |
Investors understand that their principal will be at Moderately High risk