Aditya Birla SL Small Cap Fund (Equity, Small Cap)

Moderately High
12 yrs 8 monthsStarted on:31 May 2007
₹ 2254.65 Cras on: 17 Jan 2020
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD7.62
1 Month9.44
3 Month10.82
3 YR2.94

SIP Returns

TenureReturns (CAGR)
1 YR7.11
5 YR2.55
10 YR11.66

Portfolio

Company Name% Assets
Deepak Nitrite Ltd.3.77
KEC International Ltd.3.22
DCB Bank Ltd.3.05
TeamLease Services Ltd.3.03
INOX Leisure Ltd.2.88
Cholamandalam Financial Holdings Ltd.2.66
Federal Bank Ltd.2.65
Tata Metaliks Ltd.2.53
PNC Infratech Ltd.2.46
Mahindra CIE Automotive Ltd.2.34

Top Sectoral Holdings

Sector Name% Assets
Financial20.31
Services16.08
Chemicals10.63
Automobile7.21
Engineering6.78
Healthcare5.95
Construction5.66
Cons Durable5.07
Metals5.07
Energy4.18

Indicators

LabelValue
Portfolio turnover ratio42
Standard Deviation18.99%
Beta0.8%

Jayesh Gandhi

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.

Other Funds Managed by Jayesh Gandhi