Mutual Fund- Birla

Aditya birla smallcap fund

By Rajendra

Sep 24, 2022

image source -Unsplash

Scheme Analysis

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Aditya Birla Small Cap Fund

Category 

Small Cap

Inception

May 31, 2007

Benchmark

BSE 250 SmallCap

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AUM  - 2,952 Cr

Fund Manager

Vishal Gajwani

Aggressively positioned with over 70% assets in small and midcap companies

Top 5 Holding

JK Cement

Hitachi Energy

Cholamandalam Fin.

Radico Khaitan

CCL Product

3.52

2.83

2.42

2.37

2.33

Total  -  13.47

A monthly SIP of Rs 10,000 since inception, would have grown to Rs  60 lakhs.

Consumer Durable

Auto Components

Finance

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Top 5 Sector -34.48%

9.80

8.99

6.56

4.69

4.44

IT

Bank

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SIP Performance

Exit Load

upto 90 days - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,006

51,737

85,560

Returns

0.09%

25.09%

14.19%

Monthly SIP of 1,000

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Scheme Performance

Exit Load

upto 90 days - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-0.41%

21.65%

6.78%