Mutual Fund- Birla

Aditya Birla Small Cap fund

By Rajendra

Apr 22, 2023

image source -Unsplash

Scheme Analysis

Category 

Small Cap

Inception

May 31, 2007

Benchmark

BSE 250 Smallcap

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AUM  - 2,871 Cr

Fund Manager

Vishal Gajwani & Dhaval Joshi

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Aditya Birla Small Cap Fund

Top 5 Holding

JK Cement

Hitachi Energy

Go Fashion

Campus Activewear

VIP Inds

3.53

2.60

2.44

2.14

2.12

Total  -  12.83

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

Auto Component

Consumer Durable

Finance

Top 5 Sector

9.67

9.56

7.87

6.32

4.33

Electric Equipment

Bank

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

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Scheme Performance

Exit Load

Upto 90 Days - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-4.06%

34.66%

4.28%

Aditya Birla Small Cap Fund

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SIP Performance

Exit Load

upto 90 Days - 1%

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As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,628

44,227

79,419

Returns

-5.72%

13.87%

11.17%

Monthly SIP of 1,000

Aditya Birla Small Cap Fund