Investment type
Aditya Birla SL Small Cap Fund - Direct (G) is a mutual fund under the Small Cap 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 ₹5,134 Crores. The expense ratio is 0.89%.
This fund generated returns of -1.42% in the last 1 year. Since its inception, it has provided an average annual return of 17.37%.
The fund's investments are mainly concentrated in sectors like Auto Components, Consumer Durables, Finance, Pharmaceuticals & Biotech and Electrical Equipments.
The top five holdings in this fund include prominent companies such as Multi Comm. Exc., Navin Fluo.Intl., Net CA & Others, J K Cements and PNB Housing.
To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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