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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(%) | 53.1 | 18.75 | N/A | N/A |
Average Rolling Returns(%) | 26.48 | 20.43 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is ₹20.88.
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
The AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is currently ₹243 Crores.
The Top three stocks are Multi Commodity Exch, Central Dep. Service and Glenmark Pharma and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% 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 45% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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.
Haresh Mehta 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 45.90 and PB ratio is 7.02
The asset allocation of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth - Direct Plan is Stocks : 99.95%, Debt : 0.07% 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