Aditya Birla Sun Life Small & Midcap Fund (Equity, Small Cap)

Moderately High
11 yrs 4 monthsStarted on:31 May 2007
₹ 2326.55 Cras on: 19 Sep 2018
Long Term Horizon
2.42%
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)
2 YR9.83
3 YR15.59

SIP Returns

TenureReturns (CAGR)
2 YR0.81
3 YR9.76
5 YR16.75
10 YR18.72

Portfolio

Company Name% Assets
DCB Bank Ltd.3.23
PNC Infratech Ltd.2.94
KEC International Ltd.2.6
Mahindra CIE Automotive Ltd.2.59
Cyient Limited2.51
Welspun India Ltd.2.28
Johnson Controls - Hitachi Air Conditioning India Ltd.2.27
Reliance Home Finance Ltd.2.24
L&T Finance Holdings Ltd.2.22
Security and Intelligence Services (India) Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Financial17.92
Services14.59
Construction9.64
Engineering7.23
Automobile7.22
Chemicals6.97
Metals6.43
Technology5.91
Cons Durable4.29
FMCG3.48

Indicators

LabelValue
Portfolio turnover ratio40
Standard Deviation18.13%
Beta0.76%
Sharpe Ratio0.61

Jayesh Gandhi

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Other Funds Managed by Jayesh Gandhi

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