OtherEquity FundsDirect · Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 148815
₹24.24▼ 0.09%NAV · 2026-09-18
Decent FundScore
AUM
₹348 cr
Expense ratio
0.58%
3Y CAGR
22.8%
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Lovelish SolankiExit load: Exit load of 0.25%, if redeemed within 15 days.
Decent · 69/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 22.8% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.58% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +22.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •High volatility (20% a year) — expect big swings up and down.
- •Sharpe ratio: 0.60
- •Sortino ratio: 0.74
FundScore breakdown
69/100 · Decent
Returns
Strong
Consistency
Excellent
Risk-adjusted
Weak
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.