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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular - Payout of IDCW

Aditya Birla Sun Life · Small Cap
Very High
₹22.03
Current NAV
25 Jun 2026
27.3%
1Y Return
24.3%
3Y CAGR
26.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.23).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.73
Sharpe Ratio
0.43
Beta
4.23
Alpha
1.95
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Small Cap
AUM ₹6280 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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