Aditya Birla Sun Life Small Cap Fund Direct Plan Growth
EquitySmall-Cap
96.95
0.98(1.02%)
NAV as on 12 Dec, 2025
CAGR
17.87%
- AUM (Crs.)5,048.59
- Expense Ratio0.89 %
- Sharpe Ratio / Category Average0.71 / 0.76
- Standard Deviation / Category Average17.76 / 16.80
- Beta / Category Average0.87 / 0.81
- Portfolio Turnover / Category Average39.45 / 48.38
- Top 5 Stocks Wt.11.81
- Top 10 Stocks Wt.21.01
- Top 3 Sectors Wt.54.08
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
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Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDhaval Joshi, Abhinav Khandelwal
- Launch Date01 Jan, 2013
- BenchmarkS&P BSE 500
Objective
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Riskometer
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