FAQ : Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 37.43 20.69 N/A N/A
Average Rolling Returns(%) 27.34 20.19 N/A N/A

The Current NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is ₹21.83.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Smallcap 100, as the Funds portfolio is similar to its benchmark.

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.46%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is currently ₹239 Crores.

The Top three stocks are Multi Commodity Exch, Central Dep. Service and Crompt.Greaves Cons. and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan fund are BFSI, IT and Construction & Infrastructure accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Nifty it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty.

Rupesh Gurav manages the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan Fund.

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan current PE ratio is 48.68 and PB ratio is 7.24

The asset allocation of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is Stocks : 99.92%, Debt : 0.10% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹100.00

The exit load for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is 0.25% on or before 15 days, Nil after 15 days

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