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)

Class: Equity
Category: SmallCap

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

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Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - SmallCap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Jayesh Gandhi
  • Latest NAV - 29.068 (as on 19-Sep-2019)
  • Inception Date - Jun 01, 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

  • Mr. Jayesh Gandhi

    Total Experience : 18 years

    View Full Profile
    Jayesh Gandhi is Senior Fund Manager at Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an experience of nearly 18 years in Indian Equities, across market-cap segment, large-caps as well as mid-caps and Multi-Asset funds consisting of Equities, Fixed Income and Gold.

    Jayesh has been a part of ABSLAMC for over 7 years now, first as a Fund Manager between 2004 and 2007 and then 2014 onwards. His prior work experience includes Morgan Stanley Investment Management Private Limited where he was Executive Director and the Lead Portfolio Manager for the India Multicap/Midcap Strategies and Co-Manager of Multi-Asset Strategies.

    Jayesh is a Chartered Accountant from ICAI, a Chartered Financial Analyst from CFA Institute, USA and Master of International Management from Thunderbird School of Global Management, USA. Jayesh also serves as an active volunteer for CFA Society India and was the President of the society for 5 years, 2013-18, leading the group of over 50 volunteers across the country.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.08.2019)

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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. The Fund Benchmark is Nifty Small Cap 100 TRI.

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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DOWNLOAD

  • KIM - Aditya Birla Sun Life Small Cap Fund
  • SID - Aditya Birla Sun Life Small Cap Fund
  • Product Brochure

Disclaimer

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

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