Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan

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  • (-0.11%)Nav, as on 13-10-2025

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  • Net Change on 13-10-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan -0.39 -2.91 -6.71 18.31 24.13 16.81
BSE 250 Small Cap - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan Jan 01, 2013 Unrated -6.71 18.31 24.13 0.90 4,881.59
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 -5.78 23.26 33.46 0.64 66,136.11
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 1.71 23.67 31.05 0.69 36,827.67
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 -7.62 14.99 25.22 0.74 35,584.85
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -5.68 25.18 35.17 0.72 29,287.52
Axis Small Cap Fund - Direct Plan - Growth Nov 29, 2013 -0.45 19.87 27.52 0.57 25,975.38

Fund Holdings as on 30-September-2025

  • Clearing Corporation of India Limited

  • Navin Fluorine International Limited

  • Multi Commodity Exchange of India Limited

  • TD Power Systems Limited

  • SAI Life Sciences Ltd

  • Fortis Healthcare Limited

  • Tega Industries Limited

  • SJS Enterprises Pvt Limited

  • CCL Products (India) Limited

  • Krishna Institute of Medical Sciences Ltd

  • Axis Bank Limited

  • Radico Khaitan Limited

  • PNB Housing Finance Limited

  • Minda Corporation Limited

  • Kirloskar Pneumatic Co Ltd

  • Sobha Limited

  • Manappuram Finance Limited

  • The Ramco Cements Limited

  • Craftsman Automation Ltd

  • KEC International Limited

  • Dr. Lal Path Labs Limited

  • CESC Limited

  • Aditya Birla Real Estate Ltd.

  • Karur Vysya Bank Ltd/The

  • Manorama Industries Ltd

  • Aptus Value Housing Finance India Ltd

  • Hitachi Energy India Limited

  • Whirlpool of India Limited

  • Arvind Limited

  • JK Cement Limited

  • Cholamandalam Financial Holdings Limited

  • Eris Lifesciences Limited

  • CEAT Limited

  • Bikaji Foods International Ltd

  • Granules India Limited

  • Indian Bank

  • Power Finance Corporation Limited

  • National Aluminium Company Limited

  • Bank of India

  • SANOFI CONSUMER HEALTHCARE

  • Crompton Greaves Consumer Electricals Limited

  • Home First Finance Company India Limited

  • Shivalik Bimetal Controls Ltd

  • Gokaldas Exports Ltd

  • Endurance Technologies Limited

  • Prestige Estates Projects Limited

  • Chalet Hotels Limited

  • Transformers & Rectifiers India Ltd

  • Cyient Limited

  • Neogen Chemicals Ltd

  • Firstsource Solutions Limited

  • M&B Engineering Ltd

  • Brigade Enterprises Limited

  • RHI Magnesita India Limited

  • Phillips Carbon Black Ltd

  • Latent View Analytics Limited

  • Pitti Engineering Ltd

  • Moil Limtied

  • Ujjivan Small Finance Bank Limited

  • ANGEL ONE LIMITED

  • K.P.R. Mill Limited

  • PB Fintech Limited

  • PG Electroplast Ltd

  • Mrs Bectors Food Specialities Limited

  • Voltamp Transformers Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Repco Home Finance Limited

  • Power Mech Projects Limited

  • Piramal Pharma Ltd

  • Indiqube Spaces Ltd

  • IFGL Refractories Limited

  • LAKSHMI MACHINE WORKS LTD

  • Emcure Pharmaceuticals Ltd

  • DEE Development Engineers Ltd

  • Jubilant Pharmova Ltd

  • Apar Industries Limited

  • Orient Electric Ltd.

  • Oswal Pumps Ltd

  • Emami Limited

  • Samvardhana Motherson International Limited

  • Sonata Software Limited

  • Margin (Future and Options)

  • Stylam Industries Ltd

  • Aditya Birla Fashion and Retail Limited

  • Clean Science & Technology Limited

  • Sanofi India Limited

  • Net Receivables / (Payables)

  • Aditya Infotech Ltd

  • Bluestone Jewellery And Lifestyle Ltd

  • VIP Industries Limited

  • AGI Greenpac Limited

  • Shilpa Medicare Ltd

  • Anand Rathi Share & Stock Brokers Ltd

  • Cash and Bank

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  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Electric Equipment

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Finance - Housing

  • Miscellaneous

  • Bank - Private

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Bank - Public

  • Engineering - Construction

  • Compressors / Pumps

  • Consumer Food

  • Tea/Coffee

  • Breweries & Distilleries

  • Finance - NBFC

  • Power Generation/Distribution

  • Business Support

  • Solvent Extraction

  • Refractories

  • IT - Software

  • Finance - Investment

  • Tyres & Allied

  • Finance Term Lending

  • Aluminium & Aluminium Products

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Carbon Black

  • Engineering

  • Mining & Minerals

  • Fintech

  • Household & Personal Products

  • Textile - Machinery

  • Laminates/Decoratives

  • Retailing

  • Trading

  • Diamond & Jewellery

  • Packaging

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Fund Manager

  • Education:MBA (Finance), M.Com
  • Experience:15
  • Basic Details:He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMCLimited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as aresearch analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
  • Funds Managed:
  • Aditya Birla Sun Life Flexi Cap Fund
  • Aditya Birla Sun Life Small Cap Fund

  • Cash

  • Equity

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About Aditya Birla Sun Life Small Cap Fund

Scheme Analysis

Aditya Birla Sun Life Small Cap Fund is a Equity - Small cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹4,881.59 crore. Aditya Birla Sun Life Small Cap Fund is benchmarked against BSE 250 Small Cap - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Small Cap Fund ended down ₹-0.11(-0.11%)yesterday to ₹96.559.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Limited, and

The Aditya Birla Sun Life Small Cap Fund is managed by Abhinav Khandelwal and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111