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

Moderately High
12 yrs 6 monthsStarted on:31 May 2007
₹ 2283.5 Cras on: 15 Nov 2019
Long Term Horizon
2.32%
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)
1 Month1.66
3 Month1.05
3 YR1.00

SIP Returns

TenureReturns (CAGR)
10 YR10.12

Portfolio

Company Name% Assets
Deepak Nitrite Ltd.3.59
KEC International Ltd.3.21
INOX Leisure Ltd.3.19
DCB Bank Ltd.3.02
Cholamandalam Financial Holdings Ltd.2.9
PNC Infratech Ltd.2.51
Tata Metaliks Ltd.2.43
Federal Bank Ltd.2.2
Gujarat State Petronet Ltd.2.2
TeamLease Services Ltd.2.13

Top Sectoral Holdings

Sector Name% Assets
Services15.69
Financial15.24
Engineering7.74
Chemicals7.69
Construction6.55
Automobile6.29
Cons Durable5.56
Metals5.18
Energy4.54
Healthcare4.14

Indicators

LabelValue
Portfolio turnover ratio33
Standard Deviation19.7%
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