Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.88
• Std Deviation 20.24%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Smallcap 50 Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth has an AUM of 257.53 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.03%. The minimum investment in Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Multi Commodity Exchange Of India, Laurus Labs, Radico Khaitan & Central Depository Services (India).

The major sectors where the fund is invested are Investment Services, Biotechnology & Drugs, Consumer Financial Services & Chemical Manufacturing.

Some of the similar funds are Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth, DSP Nifty Smallcap250 Quality 50 Index Fund Regular Growth, HDFC BSE 500 Index Fund Regular Growth, ICICI Prudential Nifty LargeMidcap 250 Index Fund Regular Growth. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth has a sharpe ratio of 0.88 & a standard deviation of 20.24%.