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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Aditya Birla Sun Life · Small Cap
Very High
₹22.02
Current NAV
25 Jun 2026
37.9%
1Y Return
14.9%
3Y CAGR
21.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Very large asset base (AUM: ₹14,340 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.89%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.29
Sharpe Ratio
1.49
Beta
1.29
Alpha
1.66
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Small Cap
AUM ₹14340 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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