EquitySmall Cap FundDirect · Growth
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life · Scheme 119556
₹115.47▲ 0.18%NAV · 2026-09-18
Average FundScore
AUM
₹5,865 cr
Expense ratio
1.09%
3Y CAGR
17.7%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Jayesh GandhiExit load: Exit load of 1%, if redeemed within 90 days.
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 15.3% CAGR over 5 years.
- ✓Compounding well recently — 17.7% CAGR over 3 years.
- ✓3Y CAGR: +17.7%
- ✓5Y CAGR: +15.3%
- ✓Positive 3Y windows: 89% of rolling 3Y windows positive
📉 What could drag it down
- •Returns have been uneven across periods — less predictable than peers.
- •Can fall sharply — dropped 57% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •5Y CAGR vs category: -2.8% vs category avg
- •10Y CAGR vs category: -3.7% vs category avg
FundScore breakdown
53/100 · Average
Returns
Decent
Consistency
Weak
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.