Aditya Birla Sun Life Small Cap Fund Review

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Aditya Birla Sun Life Small Cap Fund

About Aditya Birla Sun Life  

Established in 1994, Aditya Birla Sun Life Mutual Fund is a joint venture between the Aditya Birla Group and the Sun Life Financial Service providers of Canada. This joint venture blends the experience of Aditya Birla Group in the Indian market and the globalized experience of Sun Life. 

Till now, it has reached the network of somewhere around 150 branches and other distribution channels in India. ABSLMF endeavors towards increasing the reach and depth of mutual funds globally. To make mutual funds a viable proposition across a wider set of advisors and investors across India they are working relentlessly.   

Aditya Birla Sun Life Mutual Fund is a joint venture between an Indian conglomerate named, Aditya Birla Group, and Sun Life Financial, a financial service company based in Canada. The fund house deals in 4 classes of fund – Debt Funds, ELSS Funds, Equity Funds, and Income Funds, all with good Crisil Rating. With more than 20 years ABSLMF is offering wealth creation to their customers in the best possible way.  

Reasons to choose Aditya Birla Sun Life Mutual Fund are a few, but enough to make you agree on the same. Here:  

  • ABSLMF is one of the largest and trustworthy fund houses globally. 
  • Being present in Pan-India across 247 locations and serving investors globally. 
  • A joint venture between Aditya Birla Group and Sun Life Financial, one of the globalized Canada based financial services organization.  
  • Perfectly and safely backed by more than 20 years of strong research by offering exemplary asset management, investor awareness program, and differentiated products. 

About Aditya Birla Sun Life Small Cap  

Aditya Birla Sun Life Small Cap fund is an equity mutual fund scheme that was launched by Aditya Birla Sun Life Mutual Fund. Later on, it was introduced on 31st May 2007 to its investors. Currently, the fund is managed by Jayesh Gandhi. Talking about AUM, it is of INR 2255 Cr, and the latest NAV is of INR 32.44 (dated as of 14th Jan 2020). The fund growth is rated moderately high risk. The minimum SIP investment is INR 1000. Exit load of 1% only if redeemed within a year.  

Investment Objective 

The objective is to generate consistent long term capital-appreciation by investing pre-dominantly in equity & equity-related companies considered to be small & midcap.  

Tax Implications 

Returns are taxed at 15%, only if you redeem before a year. After a year, you are required to pay LTCG tax of 10% on returns of INR 1 lakh+ in a financial year.  

Top Holdings

Top Holdings Weightage
Deepak Nitrite Ltd 3.77%
KEC International Ltd 3.22%
DCB Bank Ltd 3.05%
TeamLease Services Ltd 3.03%
INOX Leisure Ltd 2.88%
Cholamandalam Financial Holdings Ltd 2.66%
The Federal Bank Ltd 2.65%
Tata Metaliks Ltd 2.53%
PNC Infratech Ltd 2.46%
Mahindra CIE Automotive Ltd 2.34%


How to Aditya Birla Sun Life Small Cap Fund with Gulaq?   

Aditya Birla Sun Life Small Cap Fund investment is not a fuss, especially with Gulaq. With hassle-free and paperless documentation, the summing-up of your investment journey becomes easy. All you need to do is:  

  • Sign-in at gulaq.com. You can also check your KYC for FREE   
  • Fetch in your amount (whether SIP or lumpsum)  
  • Submit ‘Invest Now’  

Rating: 5.0/5. From 8 votes.
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