{"id":223956,"date":"2026-08-31T12:57:44","date_gmt":"2026-08-31T07:27:44","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T14:29:42","modified_gmt":"2026-09-10T08:59:42","slug":"aditya-birla-sl-small-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Small Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-small-cap-fund-g-direct-plan\">Aditya Birla SL Small Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b9117.5074 as of 09 Sep 2026 and a scheme AUM of \u20b96,226 Cr. Its 1-year, 3-year and 5-year returns are 22.31%, 15.81% and 14.86% respectively, and it sits in the High Risk category. Our view is that this is a small-cap option for investors who can stay invested through sharp swings and are comfortable with a portfolio that can behave unevenly over shorter periods.<\/p>\n<p>The fund\u2019s longer-run record is steadier than its recent patch, and that matters in a small-cap strategy. The benchmark has been meaningfully weaker over 1 year, while the fund has kept a stronger multi-year profile. That mix suggests a fund that has still compounded reasonably well over time, but with volatility that investors need to accept.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Small_Cap\" title=\"Should you BUY or HOLD Aditya Birla SL Small Cap?\">Should you BUY or HOLD Aditya Birla SL Small Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-small-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9117.5074 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b96,226 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.89%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Small Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Abhinav Khandelwal, Dhaval Joshi<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Abhinav Khandelwal and Dhaval Joshi.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>2.23%<\/td>\n<td>0.47%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>14.04%<\/td>\n<td>9.83%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>22.31%<\/td>\n<td>6.04%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>15.81%<\/td>\n<td>15.26%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>14.86%<\/td>\n<td>14.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent numbers are constructive. Over 1 month and 3 months, the fund has moved ahead of the benchmark, which tells us short-term sentiment has been firmer than the index\u2019s move. The 1-year return is also much better than the benchmark\u2019s, so the fund has delivered a stronger one-year outcome even though small-cap journeys are rarely smooth.<\/p>\n<p>The longer window is more balanced. At 3 years and 5 years, the fund is only slightly ahead of the benchmark, which suggests the advantage is real but not dramatic. That matters because it shows the fund has not relied on one strong year alone to build its record.<\/p>\n<p>There is also a clear difference between the path and the end result. The one-year journey includes a weaker stretch before recovery, while the 3-year and 5-year paths show a more measured climb. In our view, this profile fits a small-cap fund that can recover from softness, but not one that should be expected to move in a straight line.<\/p>\n<p>Overall, the fund is ahead of the benchmark across every displayed period, but the margin is widest in the recent 1-year view. The 3-year and 5-year figures indicate a more modest lead, which is consistent with a fund that can participate in rallies without looking extreme over full cycles.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_Small_Cap\"><\/span>Should you BUY or HOLD Aditya Birla SL Small Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL Small Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-small-cap-fund-g-direct-plan\">Aditya Birla SL Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>22.31%<\/td>\n<td>15.81%<\/td>\n<td>14.86%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/trustmf-small-cap-fund-g-direct-plan\">TRUSTMF Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>34.15%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-small-cap-fund-g-direct-plan\">Bank of India Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>28.12%<\/td>\n<td>21.92%<\/td>\n<td>20.56%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-small-cap-fund-g-direct-plan\">Motilal Oswal Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>25.85%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/union-small-cap-fund-g-direct-plan\">Union Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>25.03%<\/td>\n<td>17.56%<\/td>\n<td>17.97%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-small-cap-fund-g-direct-plan\">ITI Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>24.29%<\/td>\n<td>25.19%<\/td>\n<td>19.53%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The fund\u2019s 1-year return is below several peer figures shown here, although it still sits above the benchmark and remains competitive in absolute terms. Over 3 years and 5 years, it trails some peers with available data and stays close to others, so the medium-term picture is solid but not dominant.<\/p>\n<p>The short-term and longer-term stories are not identical. Recent performance has been decent, but peers such as Bank of India Small Cap Fund Direct Growth Plan and ITI Small Cap Fund Direct Growth Plan show stronger numbers in the available longer-window comparison. Even so, the fund\u2019s own three- and five-year returns remain stable enough to support a case for investors who care more about consistency across cycles than about one hot year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.89%<\/td>\n<\/tr>\n<tr>\n<td>TD Power Systems Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>3.29%<\/td>\n<\/tr>\n<tr>\n<td>Sai Life Sciences Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>2.96%<\/td>\n<\/tr>\n<tr>\n<td>Navin Fluorine International Ltd.<\/td>\n<td>Chemicals<\/td>\n<td>2.93%<\/td>\n<\/tr>\n<tr>\n<td>Ujjivan Small Finance Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.43%<\/td>\n<\/tr>\n<tr>\n<td>Shaily Engineering Plastics Ltd.<\/td>\n<td>Plastic Products<\/td>\n<td>2.19%<\/td>\n<\/tr>\n<tr>\n<td>Radico Khaitan Ltd.<\/td>\n<td>Alcohol<\/td>\n<td>2.18%<\/td>\n<\/tr>\n<tr>\n<td>Ather Energy Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>2.15%<\/td>\n<\/tr>\n<tr>\n<td>Craftsman Automation Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.10%<\/td>\n<\/tr>\n<tr>\n<td>Arvind Ltd.<\/td>\n<td>Textile<\/td>\n<td>2.08%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest disclosed holding is TREPS at 4.89%, which is not a very large single-stock weight. The tenth holding stands at 2.08%, so the drop from the top position to the bottom of this visible list is fairly measured rather than steep. That pattern may soften single-name dependence at the top end, even though small-cap funds can still move sharply when individual holdings react to market news.<\/p>\n<p>The top 10 holdings account for approximately 27.2% of the portfolio, and the fund has 74 disclosed holdings in total. That combination points to a fairly broad spread beyond the visible leaders, with the rest of the portfolio likely sitting across a longer tail of positions. In our view, the structure suggests that no single holding dominates the portfolio, but the smaller positions together may still have a meaningful effect on returns.<\/p>\n<p>Because the fund discloses 74 holdings and the top 10 sum to a little over a quarter of assets, the disclosed list looks more layered than concentrated. That can help reduce reliance on one or two positions, while still leaving enough room for stock-specific outcomes to matter.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-small-cap-fund-g-direct-plan\">Aditya Birla SL Small Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk equity exposure and can stay invested for several years. The return pattern shows that it has handled the longer horizon better than the benchmark, but the small-cap category can still swing sharply in shorter stretches.<\/p>\n<p>The main trade-off is between stronger growth potential and uneven interim performance. The portfolio\u2019s small individual holdings and broad set of 74 disclosed positions may appeal to investors who want stock-specific upside without depending too heavily on one name.<\/p>\n<p>For investors with a patient horizon, the fund can fit as a satellite small-cap holding rather than a core conservative allocation. Those who want smoother month-to-month outcomes may find the volatility harder to live with.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% on or before 90D, nil after 90D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Aditya Birla SL Small Cap Fund Direct Growth Plan?<\/strong><br \/>Its current NAV is \u20b9117.5074 as of 09 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s 1-year, 3-year and 5-year returns are 22.31%, 15.81% and 14.86%.<\/p>\n<p><strong>How has the fund performed versus the benchmark?<\/strong><br \/>It has stayed ahead of the Nifty Small Cap benchmark across the displayed 1-month, 3-month, 1-year, 3-year and 5-year periods. The margin is widest over 1 year.<\/p>\n<p><strong>How does the fund compare with peer small-cap funds?<\/strong><br \/>Its 1-year return is below some peer funds shown here, while its 3-year and 5-year figures are mixed against peers with available data. The fund still remains ahead of the benchmark over every displayed period.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund, and what is the exit load?<\/strong><br \/>The fund is managed by Abhinav Khandelwal and Dhaval Joshi. The exit load is 1% on or before 90D, and nil after 90D.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Aditya Birla SL Small Cap Fund Direct Growth Plan has a better recent run than its benchmark and a reasonable long-term record, but the stronger one-year outcome is not matched by standout three- and five-year peer comparisons. The High Risk label fits the way a small-cap fund can move through rough patches before recovering. Its top holdings are spread across a fairly broad 74-stock universe, with no very large single position at the top, which may help diversify stock-specific risk. It suits patient investors who can handle volatility in exchange for small-cap growth potential.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 2:28 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL Small Cap Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-small-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":117.5074,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"6226 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.89\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Small Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":22.31},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":15.81},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":14.86},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Abhinav Khandelwal, Dhaval Joshi\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL Small Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its current NAV is \u20b9117.5074 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year, 3-year and 5-year returns are 22.31%, 15.81% and 14.86%.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has stayed ahead of the Nifty Small Cap benchmark across the displayed 1-month, 3-month, 1-year, 3-year and 5-year periods. The margin is widest over 1 year.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with peer small-cap funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is below some peer funds shown here, while its 3-year and 5-year figures are mixed against peers with available data. The fund still remains ahead of the benchmark over every displayed period.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund, and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Abhinav Khandelwal and Dhaval Joshi. The exit load is 1% on or before 90D, and nil after 90D.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Small Cap Fund Direct Growth Plan has a NAV of \u20b9117.5074 as of 09 Sep 2026, AUM of \u20b96,226 Cr, and 1Y\/3Y\/5Y returns of 22.31%\/15.81%\/14.86%.<\/p>\n","protected":false},"author":38,"featured_media":241394,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-223956","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241394"],"rank_math_title":["Aditya Birla SL Small Cap Fund NAV, Returns, Review"],"rank_math_description":["Aditya Birla SL Small Cap Fund Direct Growth Plan review: NAV \u20b9117.5074, 1Y 22.31%, 3Y 15.81%, 5Y 14.86%."],"rank_math_focus_keyword":["Aditya Birla SL Small Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Aditya_Birla_SL_Small_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/223956","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=223956"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/223956\/revisions"}],"predecessor-version":[{"id":241397,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/223956\/revisions\/241397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241394"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=223956"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=223956"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=223956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}