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

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(%) 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 - Regular Plan - Growth is ₹20.40.

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

  • 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 - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Index Funds - Nifty.

Haresh Mehta 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 45.90 and PB ratio is 7.02

The asset allocation of Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth is Stocks : 99.95%, Debt : 0.07% 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

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