How to Invest in Aditya Birla Sun Life Small Cap Fund Direct Growth?

You can easily invest in Aditya Birla Sun Life Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Aditya Birla Sun Life Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Aditya Birla Sun Life Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Small Cap Fund Direct Growth provide?

The Aditya Birla Sun Life Small Cap Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 33.37% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Small Cap Fund Direct Growth?

The term Expense Ratio used for Aditya Birla Sun Life Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Aditya Birla Sun Life Small Cap Fund Direct Growth is 0.75% as of 04 Dec 2023...

What is the AUM of Aditya Birla Sun Life Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Small Cap Fund Direct Growth is ₹4,579.81Cr as of 04 Dec 2023.

How to Redeem Aditya Birla Sun Life Small Cap Fund Direct Growth?

If you want to sell your Aditya Birla Sun Life Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Small Cap Fund Direct Growth?

The NAV of Aditya Birla Sun Life Small Cap Fund Direct Growth is ₹78.55 as of 01 Dec 2023.

What is the PE and PB ratio of Aditya Birla Sun Life Small Cap Fund Direct Growth?

The PE ratio ratio of Aditya Birla Sun Life Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Aditya Birla Sun Life Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Aditya Birla Sun Life Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
27.43%
3Y annualised
+0.75% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹78.55
Min. SIP amount₹1,000
Rating1
Fund size₹4,579.81Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.4%27.4%17.3%17.6%
Category average33.8%33.5%23.9%NA
Rank with in category202216NA
Understand terms
Holdings (101)NameSectorInstrumentAssets
Cholamandalam Financial Holdings Ltd.
FinancialEquity2.7%
JK Cement Ltd.
ConstructionEquity2.4%
Go Fashion (India) Ltd.
ServicesEquity2.1%
Hitachi Energy India Ltd.
Capital GoodsEquity2.0%
The Federal Bank Ltd.
FinancialEquity1.9%
Star Health and Allied Insurance Company Ltd.
InsuranceEquity1.8%
TD Power Systems Ltd.
Capital GoodsEquity1.8%
Gokaldas Exports Ltd.
TextilesEquity1.7%
Campus Activewear Ltd.
Consumer StaplesEquity1.7%
Sanofi India Ltd.
HealthcareEquity1.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
Cons
Lower expense ratio: 0.75%
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 1
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.75%
23 Nov 2023 - 24 Nov 2023
0.75%
22 Nov 2023 - 23 Nov 2023
0.75%
21 Nov 2023 - 22 Nov 2023
0.75%
20 Nov 2023 - 21 Nov 2023
0.75%
17 Nov 2023 - 20 Nov 2023
0.75%
16 Nov 2023 - 17 Nov 2023
0.75%
15 Nov 2023 - 16 Nov 2023
0.75%
13 Nov 2023 - 15 Nov 2023
0.76%
10 Nov 2023 - 13 Nov 2023
0.76%
09 Nov 2023 - 10 Nov 2023
0.76%
08 Nov 2023 - 09 Nov 2023
0.76%
07 Nov 2023 - 08 Nov 2023
0.76%
06 Nov 2023 - 07 Nov 2023
0.76%
03 Nov 2023 - 06 Nov 2023
0.76%
02 Nov 2023 - 03 Nov 2023
0.76%
01 Nov 2023 - 02 Nov 2023
0.76%
31 Oct 2023 - 01 Nov 2023
0.76%
30 Oct 2023 - 31 Oct 2023
0.76%
27 Oct 2023 - 30 Oct 2023
0.76%
26 Oct 2023 - 27 Oct 2023
0.77%
25 Oct 2023 - 26 Oct 2023
0.76%
23 Oct 2023 - 25 Oct 2023
0.76%
20 Oct 2023 - 23 Oct 2023
0.76%
19 Oct 2023 - 20 Oct 2023
0.83%
18 Oct 2023 - 19 Oct 2023
0.83%
17 Oct 2023 - 18 Oct 2023
0.83%
16 Oct 2023 - 17 Oct 2023
0.83%
13 Oct 2023 - 16 Oct 2023
0.83%
12 Oct 2023 - 13 Oct 2023
0.83%
11 Oct 2023 - 12 Oct 2023
0.83%
10 Oct 2023 - 11 Oct 2023
0.83%
09 Oct 2023 - 10 Oct 2023
0.83%
06 Oct 2023 - 09 Oct 2023
0.83%
05 Oct 2023 - 06 Oct 2023
0.83%
04 Oct 2023 - 05 Oct 2023
0.83%
03 Oct 2023 - 04 Oct 2023
0.83%
30 Sep 2023 - 03 Oct 2023
0.83%
29 Sep 2023 - 30 Sep 2023
0.83%
27 Sep 2023 - 29 Sep 2023
0.83%
26 Sep 2023 - 27 Sep 2023
0.83%
25 Sep 2023 - 26 Sep 2023
0.83%
22 Sep 2023 - 25 Sep 2023
0.83%
21 Sep 2023 - 22 Sep 2023
0.83%
20 Sep 2023 - 21 Sep 2023
0.83%
18 Sep 2023 - 20 Sep 2023
0.83%
15 Sep 2023 - 18 Sep 2023
0.83%
14 Sep 2023 - 15 Sep 2023
0.83%
13 Sep 2023 - 14 Sep 2023
0.83%
12 Sep 2023 - 13 Sep 2023
0.83%
11 Sep 2023 - 12 Sep 2023
0.83%
08 Sep 2023 - 11 Sep 2023
0.83%
07 Sep 2023 - 08 Sep 2023
0.83%
06 Sep 2023 - 07 Sep 2023
0.83%
05 Sep 2023 - 06 Sep 2023
0.83%
04 Sep 2023 - 05 Sep 2023
0.83%
01 Sep 2023 - 04 Sep 2023
0.84%
31 Aug 2023 - 01 Sep 2023
0.84%
31 Jul 2023 - 31 Aug 2023
0.89%
30 Jun 2023 - 31 Jul 2023
0.91%
31 May 2023 - 30 Jun 2023
0.93%
30 Apr 2023 - 31 May 2023
0.95%
31 Mar 2023 - 30 Apr 2023
0.98%
28 Feb 2023 - 31 Mar 2023
1.04%
31 Jan 2023 - 28 Feb 2023
1.01%
31 Dec 2022 - 31 Jan 2023
1.01%
31 Dec 2022 - 31 Dec 2022
1.01%
30 Nov 2022 - 31 Dec 2022
1.00%
30 Nov 2022 - 30 Nov 2022
1.00%
30 Nov 2022 - 30 Nov 2022
1.00%
31 Oct 2022 - 30 Nov 2022
1.06%
31 Oct 2022 - 31 Oct 2022
1.06%
31 Oct 2022 - 31 Oct 2022
1.06%
30 Sep 2022 - 31 Oct 2022
1.06%
30 Sep 2022 - 30 Sep 2022
1.06%
30 Sep 2022 - 30 Sep 2022
1.06%
31 Aug 2022 - 30 Sep 2022
0.97%
31 Aug 2022 - 31 Aug 2022
0.97%
31 Jul 2022 - 31 Aug 2022
0.98%
31 Jul 2022 - 31 Jul 2022
0.98%
31 Jul 2022 - 31 Jul 2022
0.98%
30 Jun 2022 - 31 Jul 2022
1.13%
30 Jun 2022 - 30 Jun 2022
1.13%
31 May 2022 - 30 Jun 2022
1.12%
31 May 2022 - 31 May 2022
1.12%
30 Apr 2022 - 31 May 2022
1.19%
30 Apr 2022 - 30 Apr 2022
1.19%
31 Mar 2022 - 30 Apr 2022
1.19%
31 Mar 2022 - 31 Mar 2022
1.19%
28 Feb 2022 - 31 Mar 2022
1.06%
28 Feb 2022 - 28 Feb 2022
1.06%
31 Jan 2022 - 28 Feb 2022
1.03%
31 Dec 2021 - 31 Jan 2022
1.08%
30 Nov 2021 - 31 Dec 2021
1.08%
31 Oct 2021 - 30 Nov 2021
1.07%
30 Sep 2021 - 31 Oct 2021
1.07%
31 Aug 2021 - 30 Sep 2021
1.07%
31 Jul 2021 - 31 Aug 2021
1.06%
30 Jun 2021 - 31 Jul 2021
1.10%
31 May 2021 - 30 Jun 2021
1.09%
30 Apr 2021 - 31 May 2021
1.11%
31 Mar 2021 - 30 Apr 2021
1.10%
28 Feb 2021 - 31 Mar 2021
1.10%
31 Jan 2021 - 28 Feb 2021
1.08%
31 Dec 2020 - 31 Jan 2021
1.06%
30 Nov 2020 - 31 Dec 2020
1.05%
31 Oct 2020 - 30 Nov 2020
1.08%
30 Sep 2020 - 31 Oct 2020
1.08%
31 Aug 2020 - 30 Sep 2020
1.05%
31 Jul 2020 - 31 Aug 2020
1.08%
30 Jun 2020 - 31 Jul 2020
1.08%
31 May 2020 - 30 Jun 2020
1.11%
30 Apr 2020 - 31 May 2020
1.10%
31 Mar 2020 - 30 Apr 2020
1.23%
29 Feb 2020 - 31 Mar 2020
1.13%
31 Jan 2020 - 29 Feb 2020
1.22%
31 Dec 2019 - 31 Jan 2020
1.24%
30 Nov 2019 - 31 Dec 2019
1.24%
31 Oct 2019 - 30 Nov 2019
1.21%
30 Sep 2019 - 31 Oct 2019
1.17%
31 Aug 2019 - 30 Sep 2019
1.25%
31 Jul 2019 - 31 Aug 2019
1.07%
30 Jun 2019 - 31 Jul 2019
1.04%
31 May 2019 - 30 Jun 2019
1.03%
30 Apr 2019 - 31 May 2019
1.04%
31 Mar 2019 - 30 Apr 2019
1.05%
28 Feb 2019 - 31 Mar 2019
1.07%
31 Jan 2019 - 28 Feb 2019
1.07%
31 Dec 2018 - 31 Jan 2019
1.06%
30 Nov 2018 - 31 Dec 2018
1.06%
31 Oct 2018 - 30 Nov 2018
1.06%
30 Sep 2018 - 31 Oct 2018
1.28%
31 Aug 2018 - 30 Sep 2018
1.27%
31 Jul 2018 - 31 Aug 2018
1.27%
30 Jun 2018 - 31 Jul 2018
1.10%
31 May 2018 - 30 Jun 2018
1.08%
30 Apr 2018 - 31 May 2018
1.08%
31 Mar 2018 - 30 Apr 2018
1.10%
28 Feb 2018 - 31 Mar 2018
1.10%
31 Jan 2018 - 28 Feb 2018
1.10%
31 Dec 2017 - 31 Jan 2018
1.13%
30 Nov 2017 - 31 Dec 2017
1.16%
31 Oct 2017 - 30 Nov 2017
1.19%
Expense ratio, exit load and taxExpense ratio: 0.75%Inclusive of GST
Exit load1% for redemption within 90 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000
Fund managementVishal Gajwani
Apr 2022 - Present
View details
Education
Mr. Gajwani is CA and CFA (US)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
Also manages these schemes
Aditya Birla Sun Life Small Cap Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Equity Savings Fund Direct Growth
Dhaval Joshi
Nov 2022 - Present
View details
Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes
Aditya Birla Sun Life Equity Advantage Fund Direct Growth
Aditya Birla Sun Life Short Term Direct Fund Growth
Aditya Birla Sun Life Savings Direct Growth
Aditya Birla Sun Life Dynamic Bond Retail Fund Direct Growth
Aditya Birla Sun Life Dividend Yield Fund Direct Growth
Aditya Birla Sun Life Money Manager Fund Direct Growth
Aditya Birla Sun Life Infrastructure Direct Fund Growth
Aditya Birla Sun Life International Equity Fund Direct Growth
Aditya Birla Sun Life International Equity Fund Plan B Direct Growth
Aditya Birla Sun Life Low Duration Fund Direct Growth
Aditya Birla Sun Life Frontline Equity Direct Fund Growth
Aditya Birla Sun Life Corporate Bond Fund Direct Growth
Aditya Birla Sun Life Medium Term Plan Direct Growth
Aditya Birla Sun Life ELSS Tax Relief 96 Direct Growth
Aditya Birla Sun Life Small Cap Fund Direct Growth
Aditya Birla Sun Life Focused Fund Direct Growth
Aditya Birla Sun Life Liquid Fund Direct Growth
Aditya Birla Sun Life Commodity Equities Fund Global Agri Plan Direct Growth
Aditya Birla Sun Life India GenNext Direct Fund Growth
Aditya Birla Sun Life Government Securities Fund Direct Plan Growth
Aditya Birla Sun Life Mid Cap Direct Fund Growth
Aditya Birla Sun Life MNC Fund Direct Growth
Aditya Birla Sun Life Income Fund Direct Growth
Aditya Birla Sun Life Pure Value Direct Fund Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth
Aditya Birla Sun Life Digital India Fund Direct Growth
Aditya Birla Sun Life Flexi Cap Fund Direct Growth
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Floating Rate Direct Fund Growth
Aditya Birla Sun Life Banking & Financial Services Fund Direct Growth
Aditya Birla Sun Life Asset Allocator FoF Direct Growth
Aditya Birla Sun Life Global Excellence Equity FoF Direct Growth
Aditya Birla Sun Life Global Emerging Opportunities Fund Direct Growth
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth
Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct Growth
Aditya Birla Sun Life Credit Risk Fund Direct Growth
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 40s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 50s Plus Debt Plan Direct Growth
Aditya Birla Sun Life Pharma & Healthcare Fund Direct Growth
Aditya Birla Sun Life Credit Risk Fund Segregated Portfolio 1 Direct Growth
Aditya Birla Sun Life Dynamic Bond Fund Segregated Portfolio 1 Direct Growth
Aditya Birla Sun Life Medium Term Plan Segregated Portfolio 1 Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life Special Opportunities Fund Direct Growth
Aditya Birla Sun Life ESG Fund Direct Growth
Aditya Birla Sun Life Multi Cap Fund Direct Growth
Aditya Birla Sun Life NASDAQ 100 FOF Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth
Aditya Birla Sun Life Long Duration Fund Direct Growth
Aditya Birla Sun Life Multi Index FoF Direct Growth
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
Fund house & investment objective
Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM₹2,97,412.07Cr
Date of Incorporation23 Dec 1994
 Aditya Birla Sun Life Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,97,412 Cr and the Latest NAV as of 01 Dec 2023 is ₹78.55.
The Aditya Birla Sun Life Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000. 1% for redemption within 90 days
;
Investment ObjectiveThe Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
;
Fund benchmarkS&P BSE 250 SmallCap Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
mutualfund.adityabirlacapital.com
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Aditya Birla Sun Life Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	33.4%	27.4%	17.3%	17.6%
Category average	33.8%	33.5%	23.9%	NA
Rank with in category	20	22	16	NA

Name	Sector	Instrument	Assets
Cholamandalam Financial Holdings Ltd.	Financial	Equity	2.7%
JK Cement Ltd.	Construction	Equity	2.4%
Go Fashion (India) Ltd.	Services	Equity	2.1%
Hitachi Energy India Ltd.	Capital Goods	Equity	2.0%
The Federal Bank Ltd.	Financial	Equity	1.9%
Star Health and Allied Insurance Company Ltd.	Insurance	Equity	1.8%
TD Power Systems Ltd.	Capital Goods	Equity	1.8%
Gokaldas Exports Ltd.	Textiles	Equity	1.7%
Campus Activewear Ltd.	Consumer Staples	Equity	1.7%
Sanofi India Ltd.	Healthcare	Equity	1.7%

Rank (total assets)	#4 in India
Total AUM	₹2,97,412.07Cr

Date of Incorporation	23 Dec 1994

Fund benchmark	S&P BSE 250 SmallCap Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹1,000

Rating	1
Fund size	₹4,579.81Cr

Aditya Birla Sun Life Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (101)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.75%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Vishal GajwaniApr 2022 - PresentView details

Dhaval JoshiNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Vishal Gajwani
Apr 2022 - Present
View details

Dhaval Joshi
Nov 2022 - Present
View details