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Aditya Birla Sun Life Small Cap Fund - GROWTH

Aditya Birla Sun Life · Small Cap
Very High
₹91.54
Current NAV
26 Oct 2026
4.8%
1Y Return
12.1%
3Y CAGR
10.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.90).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.40).
  • Very large asset base (AUM: ₹15,450 Cr) indicating high investor trust and liquidity.
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
1.90
Sharpe Ratio
1.20
Beta
3.40
Alpha
2.47
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Small Cap
AUM ₹15450 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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