Aditya Birla Sun Life Small Cap Fund Growth

• Alpha -1.18%
• Beta 0.88
• Sharpe Ratio0.83
• Std Deviation 15.15%
• 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 4762.46 crores & has delivered CAGR of 22.17% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.88%. 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 & Exceptional respectively.

The top holdings of the fund include Hitachi Energy India, TD Power Systems, R R Kabel & Navin Fluorine International.

The major sectors where the fund is invested are Construction Services, Software & Programming, Misc. Capital Goods & Constr. - Supplies & Fixtures.

Some of the similar funds are Tata Small Cap Fund Regular Growth, Invesco India Smallcap Fund Regular Growth, Aditya Birla Sun Life Small Cap Fund Growth, Bandhan Small Cap Fund Regular Growth, Mahindra Manulife Small Cap Fund Regular Growth. Aditya Birla Sun Life Small Cap Fund Growth has a sharpe ratio of 0.83 & a standard deviation of 15.15%.