Aditya Birla Sun Life Small Cap Fund Direct Plan Growth

• Alpha -0.04%
• Beta 0.88
• Sharpe Ratio0.42
• Std Deviation 17.60%
• Tracking Error 7.34%

The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.

The Aditya Birla Sun Life Small Cap Fund Direct Plan Growth has an AUM of 4585.45 crores & has delivered CAGR of 23.57% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.02%. The minimum investment in Aditya Birla Sun Life Small Cap Fund Direct Plan Growth is Rs 1000 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 Clearing Corporation Of India Limited, Navin Fluorine International, Hitachi Energy India & Brigade Enterprises.

The major sectors where the fund is invested are Construction Services, Consumer Financial Services, Chemical Manufacturing & Fabricated Plastic & Rubber.

Some of the similar funds are Invesco India Smallcap Fund Direct Growth, Edelweiss Small Cap Fund Direct Growth, Union Small Cap Fund Direct Growth, Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, Motilal Oswal Small Cap Fund Direct Growth. Aditya Birla Sun Life Small Cap Fund Direct Plan Growth has a sharpe ratio of 0.42 & a standard deviation of 17.60%.