Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Small Cap

Very High

₹108.04

Current NAV

25 Jun 2026

22.2%

1Y Return

19.2%

3Y CAGR

21.2%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.82%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.22).
Very large asset base (AUM: ₹13,270 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

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

1.22

Sharpe Ratio

1.12

Beta

1.72

Alpha

1.49

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