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Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Small Cap Fund - Regular Plan (G)

Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Small Cap Fund

Fund House : Aditya Birla Sun Life Mutual Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 21st November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	14-Nov-25	9848.20	-1.52%	-	-1.56%	18/33
1 Month	20-Oct-25	9959.90	-0.40%	-	-1.36%	6/33
3 Month	21-Aug-25	10100.50	1.00%	-	-0.59%	6/32
6 Month	21-May-25	10464.50	4.65%	-	3.95%	13/32
YTD	01-Jan-25	9710.80	-2.89%	-	-3.57%	11/31
1 Year	21-Nov-24	10186.80	1.87%	1.87%	1.38%	16/31
2 Year	21-Nov-23	12456.90	24.57%	11.59%	13.49%	20/28
3 Year	21-Nov-22	16735.30	67.35%	18.71%	19.83%	16/25
5 Year	20-Nov-20	26075.30	160.75%	21.10%	25.75%	23/23
10 Year	20-Nov-15	34591.80	245.92%	13.20%	16.55%	15/15
Since Inception	31-May-07	86161.60	761.62%	12.35%	16.56%	26/33

Returns Calculator

SIP Returns (NAV as on 21st November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	21-Nov-24	12000	12499.46	4.16 %	7.77 %
2 Year	21-Nov-23	24000	25565.73	6.52 %	6.19 %
3 Year	21-Nov-22	36000	44039.94	22.33 %	13.51 %
5 Year	20-Nov-20	60000	87862.73	46.44 %	15.23 %
10 Year	20-Nov-15	120000	254126.91	111.77 %	14.35 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-1.37%	-0.40%	1.00%	4.64%	-2.10%	1.87%	11.59%	18.71%	21.10%
Nifty 50	-0.47%	0.77%	3.92%	5.06%	10.25%	11.64%	15.01%	12.79%	15.16%
Benchmark: BSE 250 Smallcap TRI	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Average	-1.20%	-1.36%	-0.59%	3.95%	-3.57%	1.38%	13.49%	19.83%	25.75%
Category Rank	26/33	6/33	6/32	13/32	11/31	16/31	20/28	16/25	23/23
Best in Category	-0.76%	0.82%	4.95%	11.79%	3.71%	9.63%	25.54%	30.76%	32.16%
Worst in Category	-1.91%	-4.47%	-6.66%	-3.13%	-12.32%	-8.04%	9.34%	13.03%	21.10%

quartely results (NAV as on 21st November, 2025)

Period

This Fund

Nifty 50

BSE 250 Smallcap TRI

Category Average

2025

-4.41%

9.79%

-3.13%

Q4 - 2025	2.75%	4.96%	--	1.92%
Q3 - 2025	-4.75%	-3.64%	--	-1.97%
Q2 - 2025	16.36%	10.15%	--	12.79%
Q1 - 2025	-14.73%	-2.43%	--	-4.96%

2024

24.82%

8.75%

23.76%

Q4 - 2024	-6.11%	-8.34%	--	-2.96%
Q3 - 2024	5.80%	6.91%	--	8.87%
Q2 - 2024	16.88%	7.48%	--	18.43%
Q1 - 2024	-0.70%	3.31%	--	1.39%

2023

38.73%

19.48%

32.85%

Q4 - 2023	8.77%	11.33%	--	11.85%
Q3 - 2023	12.04%	1.07%	--	11.12%
Q2 - 2023	20.13%	10.29%	--	12.04%
Q1 - 2023	-4.79%	-4.60%	--	-3.19%

2022

-6.46%

3.24%

0.83%

Q4 - 2022	-0.30%	7.76%	--	0.84%
Q3 - 2022	12.71%	8.52%	--	14.98%
Q2 - 2022	-11.80%	-10.70%	--	-9.76%
Q1 - 2022	-7.17%	-0.91%	--	0.88%

2021

47.94%

23.79%

51.25%

Q4 - 2021	0.82%	-1.02%	--	4.48%
Q3 - 2021	8.89%	12.36%	--	11.91%
Q2 - 2021	15.79%	5.75%	--	20.86%
Q1 - 2021	14.51%	4.80%	--	14.47%

2020

18.94%

14.77%

22.12%

Q4 - 2020	20.82%	22.46%	--	19.58%
Q3 - 2020	22.74%	7.84%	--	22.88%
Q2 - 2020	22.52%	24.82%	--	21.22%
Q1 - 2020	-34.26%	-29.43%	--	-27.10%

2019

-12.66%

11.53%

-1.6%

Q4 - 2019	2.36%	7.12%	--	2.94%
Q3 - 2019	-8.63%	-3.30%	--	-4.56%
Q2 - 2019	-7.52%	1.68%	--	-2.77%
Q1 - 2019	2.96%	6.96%	--	3.32%

2018

-22.72%

4.09%

-15.15%

Q4 - 2018	1.72%	-1.32%	--	2.00%
Q3 - 2018	-10.03%	3.29%	--	-6.24%
Q2 - 2018	-4.79%	4.36%	--	-10.91%
Q1 - 2018	-10.52%	-2.14%	--	-8.20%

2017

56.7%

27.58%

40.71%

Q4 - 2017	16.58%	5.84%	--	16.40%
Q3 - 2017	4.60%	2.54%	--	2.94%
Q2 - 2017	5.48%	3.06%	--	6.10%
Q1 - 2017	21.82%	12.16%	--	16.32%

2016

8.77%

2.72%

4.19%

Q4 - 2016	-7.78%	-6.39%	--	-5.06%
Q3 - 2016	10.26%	3.40%	--	8.52%
Q2 - 2016	11.09%	7.45%	--	7.32%
Q1 - 2016	-7.71%	-2.82%	--	-7.46%

2015

12.67%

-4.08%

7.29%

Q4 - 2015	6.53%	-0.06%	--	5.63%
Q3 - 2015	2.89%	-5.96%	--	1.57%
Q2 - 2015	-0.15%	-2.54%	--	-0.04%
Q1 - 2015	3.64%	2.50%	--	2.80%

2014

65.65%

31.44%

68.09%

Q4 - 2014	11.71%	4.24%	--	12.15%
Q3 -	--	4.32%	--	--
Q2 - 2014	32.33%	13.25%	--	29.26%
Q1 - 2014	6.96%	6.39%	--	8.36%

Best Quarters

Period	This Fund	Nifty 50	BSE 250 Smallcap TRI	Category Average
Q2 - 2014	32.33%	13.25%	--	29.26%
Q3 - 2020	23.00%	7.84%	--	22.88%
Q3 - 2020	22.74%	7.84%	--	22.88%

Worst Quarters

Period	This Fund	Nifty 50	BSE 250 Smallcap TRI	Category Average
Q1 - 2020	-34.26%	-29.43%	--	-27.1%
Q1 - 2025	-14.73%	-2.43%	--	-4.96%
Q1 - 2020	-33.87%	-29.43%	--	-27.1%