Aditya Birla (ABSL) Small Cap Fund

Fund at a Glance
NAV Growth (Rs.)	109.61
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	76.94
Min. Investment (Rs.)	1,000
Min. SIP Investment (Rs.)	100
Min. No of Cheques	6
Benchmark	BSE 250 SmallCap TRI
AUM Rs.	5,731 Cr
	(As on 30-Jun-2026)
Expense	0.78%
1 Year Return (%)	8.58
3 Year Return (%)	16.25
5 Year Return (%)	13.49
10 Year Return (%)	13.84
Return Since Launch	16.69%

Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP

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	16.69%
Benchmark	BSE 250 SmallCap TRI
Riskometer	Very High
Type	Open-ended
Assets	5,731 Cr
	(As on 30-Jun-2026)
Expense	0.78%
	(As on 30-Jun-2026)
Risk Grade	Above Average
Return Grade	Below Average
Turnover	44.00%

Aditya Birla (ABSL) Small Cap Fund Trailing Returns (%)

Fund name	YTD	1D	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
ABSL Small Cap Dir	12.43	-0.19	-0.02	8.64	20.39	8.58	16.25	13.49	18.42	13.84
BSE 250 SmallCap TRI*	4.14	-0.21	-1.98	6.19	14.09	-1.86	15.12	14.41	20.65	14.93
Equity: Small Cap*	8.61	-0.12	-0.38	8.75	17.36	4.52	17.71	16.59	24.05	17.37
Rank within category*	8	26	17	24	12	9	24	24	19	12
Number of funds in category*	49	52	52	52	49	44	34	25	19	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	2 out of 5 stars	8.58	16.25	13.49	0.78	5,731	16.69	1.00 (90)	13Y 6M	44.00
Nippon India Small Cap Dir	4 out of 5 stars	3.10	16.94	19.31	0.54	78,407	23.85	1.00 (365)	13Y 6M	21.00
Axis Small Cap Dir	4 out of 5 stars	3.90	16.35	16.65	0.55	29,394	22.51	1.00 (365)	12Y 7M	48.00
Bandhan Small Cap Dir	5 out of 5 stars	5.60	27.24	20.06	0.35	28,466	30.49	1.00 (365)	6Y 5M	22.00
Invesco India Smallcap Dir	5 out of 5 stars	8.39	23.09	19.76	0.42	13,385	23.65	1.00 (365)	7Y 8M	35.00