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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹21.36.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 1.01%
The process for redemption is
The AUM of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Index Funds - Nifty.
Rupesh Gurav manages the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth is Stocks : 99.92%, Debt : 0.10% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is 0.25% on or before 15 days, Nil after 15 days