Aditya Birla Sun Life Small Cap Fund Growth

• Alpha -1.18%
• Beta 0.88
• Sharpe Ratio0.70
• Std Deviation 17.73%
• Tracking Error 7.37%

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 Growth has an AUM of 4778.13 crores & has delivered CAGR of 12.90% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.90%. The minimum investment in Aditya Birla Sun Life Small Cap Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

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

The top holdings of the fund include Navin Fluorine International, Multi Commodity Exchange Of India, Karur Vysya Bank & TD Power Systems.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services & Food Processing.

Some of the similar funds are Edelweiss Small Cap Fund Regular Growth, UTI Small Cap Fund Regular Growth, Aditya Birla Sun Life Small Cap Fund Growth, Mahindra Manulife Small Cap Fund Regular Growth, Motilal Oswal Small Cap Fund Regular Growth. Aditya Birla Sun Life Small Cap Fund Growth has a sharpe ratio of 0.70 & a standard deviation of 17.73%.