Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan

Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan of Aditya Birla Sun Life Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.06

Age

NA Years

Fund Manager

Jayesh Gandhi

AuM (Rs Crores)

2050.5749

Asset Class

Mid-Small Cap

Net Asset Value:

35.5272

Rating

3

Exit Load

0.01

Benchmark

Nifty Free Float Midcap 100 TRI

Fund Type

Mid & Small cap

SEBI Category

Small Cap Fund

Turnover Ratio(Monthly)

.4 Times

Fund Manager Details:

Jayesh Gandhi Mr. Jayesh Gandhi is a Chartered Accountant and also done CFA as well as Master of International Management Fund Manager with a total experience of over 11 years,Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Objective:

To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Top Holdings:

  • Finance (13.85)
  • Capital Goods - Electrical Equipment (7.48)
  • Entertainment (5.1)
  • IT - Software (4.81)
  • Castings
  • Forgings & Fastners (4.48)
  • Construction (4.21)
  • Banks (4.6)
  • Cement (3.39)
  • Textiles (3.38)
  • Miscellaneous (3.33)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition