January 23, 2026
RA Jainee
Aditya Birla (ABSL) Small Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 91.59 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 64.29 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 250 SmallCap TRI |
| AUM Rs. | 4,938 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.91% |
| 1 Year Return (%) | -2.80 |
| 3 Year Return (%) | 16.51 |
| 5 Year Return (%) | 17.33 |
| 10 Year Return (%) | 14.53 |
| Return Since Launch | 15.87% |
⚖️ Sahifund Review – Aditya Birla Sun Life Small Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies.
Fund Manager:
1) Abhinav Khandelwal
Education: Mr. Khandelwal is Chartered Accountant, B.com
Experience: Prior to joining Aditya Birla Sun Life AMC Ltd he has worked with Mahindra Mutual Fund, Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Aditya Birla (ABSL) Small Cap Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.87% |
| Benchmark | BSE 250 SmallCap TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 4,938 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.91% |
| (As on 31-Dec-2025) | |
| Risk Grade | Above Average |
| Return Grade | Low |
| Turnover | 49.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Small Cap Dir | -5.23 | -2.75 | -5.25 | -7.01 | -9.07 | -2.80 | 16.51 | 17.33 | 14.38 | 14.53 |
| BSE 250 SmallCap TRI | -7.11 | -2.62 | -6.00 | -9.47 | -13.18 | -7.32 | 17.98 | 19.67 | 17.15 | 15.87 |
| Equity: Small Cap | -5.98 | -2.48 | -5.06 | -8.12 | -10.59 | -5.37 | 18.91 | 21.81 | 20.41 | 18.08 |
| Rank within category | 12 | 42 | 36 | 15 | 16 | 12 | 24 | 24 | 17 | 12 |
| Number of funds in category | 52 | 52 | 52 | 49 | 46 | 43 | 31 | 24 | 17 | 12 |
Peer Comparison of Aditya Birla Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Small Cap Dir | 1 star | -2.80 | 16.51 | 17.33 | 0.91 | 4,938 | 15.87 | 1.00 (90) | 13Y | 49.00 |
| Nippon India Small Cap Dir | 4 star | -5.18 | 20.05 | 25.74 | 0.64 | 68,287 | 23.65 | 1.00 (365) | 13Y | 14.00 |
| HDFC Small Cap Dir | 4 star | -0.63 | 19.24 | 23.43 | 0.67 | 37,753 | 18.73 | 1.00 (365) | 13Y | 9.42 |
| Quant Small Cap Dir | 4 star | -6.22 | 18.04 | 27.20 | 0.77 | 29,785 | 16.71 | 1.00 (365) | 13Y | 151.00 |
| Bandhan Small Cap Dir | 5 star | 0.31 | 29.90 | 25.35 | 0.47 | 18,990 | 30.66 | 1.00 (365) | 5Y 10M | 21.00 |
Portfolio Analysis of Aditya Birla (ABSL) Small Cap Fund
| No. of Stocks | 88 |
| Top 10 Stocks | 21.72% |
| Top 5 Stocks | 12.22% |
| Top 3 Sectors | 50.84% |
| Portfolio P/B Ratio | 3.41 |
| Portfolio P/E Ratio | 29.09 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 18,404 | 19,734 |
| Giant (%) | — | — |
| Large (%) | 1.35 | 7.31 |
| Mid (%) | 20.44 | 14.07 |
| Small (%) | 78.21 | 83.64 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR https://mutualfund.adityabirlacapital.com/portal/investor/login
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