Aditya Birla Sun Life Small Cap Fund Growth
Medium
Risk
Equity
Small Cap Fund
+
19.15
%
19.15
%
3Y annualised
+
0.59
%
0.59
%
1D
1M
6M
1Y
3Y
All
Fund size
5382
NAV:
Mar 7, 2024
73.1971
Sector
Tech
Type
Equity
Launched
May 2007
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
JK Cement Ltd
2.91
%
Hitachi Energy India Ltd Ordinary Shares
2.49
%
Sanofi India Ltd
2.39
%
TeamLease Services Ltd
2.18
%
Cholamandalam Financial Holdings Ltd
2.10
%
R R Kabel Ltd
1.99
%
TD Power Systems Ltd
1.96
%
Go Fashion (India) Ltd
1.93
%
Brigade Enterprises Ltd
1.9
%
Tega Industries Ltd
1.85
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Small Cap Fund Growth
More details
Investment objective
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap
companies.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
