
Aditya Birla SL Small Cap Fund(G)-Direct Plan
+14.09%
5Y annualised
+14.09%
5Y annualised
-0.37% 1D
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Buy, Hold or Sell?
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NAV : 21 Sep 2026
₹115.19
Min. SIP amount
₹100
Fund size (AUM)
6226 Cr
Expense ratio
0.89%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 21 Sep 2026
₹115.19
Min. SIP amount
₹100
Fund size (AUM)
6226 Cr
Expense ratio
0.89%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Mid Cap
14.99%
Small Cap
76.99%
Others
8.02%
Sector Allocation
Healthcare
11.72%
Domestic Equities
10.79%
Capital Goods
8.79%
Bank
7.85%
Finance
7.85%
Automobile & Ancillaries
6.85%
Cash & Cash Equivalents And Net Assets
5.16%
Fmcg
4.78%
Others
36.21%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Abhinav Khandelwal
Present
Dhaval Joshi
Present
Similar/Peer Fund Comparison
TRUSTMF Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
FAQs
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