Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Small Cap Fund |ABSL Small Cap Fund - ABSLMF

Aditya Birla Sun Life Small Cap Fund

(An open ended equity scheme predominantly investing in small cap stocks)
Aditya Birla Sun Life Small And Midcap Fund

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.

This product is suitable for investors who are seeking

  • Long term capital growth
  • Investments primarily in Small cap companies

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - SmallCap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Jayesh Gandhi
  • Latest NAV - 33.66 (as on 05-Nov-2018)
  • Inception Date - May 31, 2007
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Jayesh Gandhi
    Mr. Jayesh Gandhi

    Total Experience : 15 years

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    He has an overall experience of 15 years in investment management and equity research. Prior to joining Birla Sun Life AMC, he was a Portfolio Manager at Morgan Stanley investment Management Private Limited since August 2007.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.09.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotmen
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  •  Aggressively positioned with over 70% assets in small and midcap companies

Unearthing value from small and mid cap stocks

Small and mid cap stocks, which are known for their impressive performance, have given a fillip to the equity fund investments of many investors in the last 15 years. They have typically provided additional growth to overall returns from mutual fund investments. As the name suggests, mid- and small-cap funds invest in relatively small companies which are in the growth stage and may be under-researched. Therefore, they carry higher potential of delivering better returns. If you are planning to boost the returns of your equity fund portfolio, Aditya Birla Sun Life Small Cap Fund could be your ideal choice.

Discipline

The corpus of the scheme will be primarily invested in equity and equity related securities of the companies in the small and midcap segment. The fund manager will select securities on a bottom up stock selection approach. Under the bottom up approach, the main focus is on identifying stocks on their individual merit irrespective of the sectors to which they belong. Risk mitigation is done through diversification and cash allocations.

Aditya Birla Sun Life Small Cap Fund

(An open ended equity scheme predominantly investing in small cap stocks)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investments primarily in Small cap companies    

 

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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