aditya-birla-sl-nifty-smallcap-50-if-dir-g

Aditya Birla SL Nifty Smallcap 50 IF - Dir (G)

  1. Equity
  2. Index Funds
  • NAV as on Aug 01, 2025 ₹20.83
  • Total Returns 18.44% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
aditya-birla-sl-nifty-smallcap-50-if-dir-g

Overview of Aditya Birla SL Nifty Smallcap 50 IF - Dir (G)

  • Fund House
    Aditya Birla SL Nifty Smallcap 50 IF
  • Fund Size
    ₹252 Cr
  • Expense Ratio
    0.46%
  • Benchmark
    Nifty Smallcap 50 TRI
  • Risk Level
    Very High
  • Inception Date
    Apr 01, 2021
  • Lock-in period
    0
  • Exit Load
    For redemption / switch-out of units on or before 15 days from the date of allotment: 0.25% of applicable NAV. For redemption / switch-out of units after 15 days from the date of allotment - Nil
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Aditya Birla SL Nifty Smallcap 50 IF - Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Aditya Birla SL Nifty Smallcap 50 IF - Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -7.2%
  • 7.38%
  • 5.83%
  • -3.81%
  • 25.5%
  • 0%

Category Average

  • -2.65%
  • 2.79%
  • 4.65%
  • 0.91%
  • 14.04%
  • 18.83%

Fund Asset Allocation

Top holdings

Top Sectors

  • Capital Markets
    17.74%
  • Finance
    9.63%
  • Pharmaceuticals & Biotech
    9.33%
  • Chemicals & Petrochemical
    7.8%
  • Consumer Durables
    6.33%
  • Construction
    4.59%

More about Aditya Birla SL Nifty Smallcap 50 IF - Dir (G)

Aditya Birla SL Nifty Smallcap 50 IF - Dir (G) is a mutual fund under the Index Funds category, managed by Aditya Birla Sun Life Mutual Fund. It was launched on 05 Sep 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹252 Crores. The expense ratio is 0.46%.

This fund generated returns of -3.81% in the last 1 year. Since its inception, it has provided an average annual return of 18.44%.

The fund's investments are mainly concentrated in sectors like Capital Markets, Finance, Pharmaceuticals & Biotech, Chemicals & Petrochemical and Consumer Durables.

The top five holdings in this fund include prominent companies such as Multi Comm. Exc., C D S L, Laurus Labs, Crompton Gr. Con and Cams Services.

Fund Managers

  • Priya Sridhar

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Smallcap 50 Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

aditya-birla-sl-nifty-smallcap-50-if-dir-g

Frequently Asked Questions about Aditya Birla SL Nifty Smallcap 50 IF - Dir (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.
Invest now