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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +16.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.0%.
On 3-year return it ranks 6 of 147 funds in Equity Index.
A monthly SIP over 5 years ended ₹14,413 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.1% | +1.9% |
| 3 months | -2.9% | -5.1% |
| 6 months | +6.2% | -3.2% |
| 1 year | +5.0% | -10.2% |
| 3 years (yearly) | +16.9% | +7.4% |
| 5 years (yearly) | +12.2% | +6.5% |
| Since start (yearly) | +15.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,27,629 | +10.5% |
| 3 years | ₹3,60,000 | ₹4,13,356 | +8.8% |
| 5 years | ₹5,90,000 | ₹8,76,508 | +15.6% |
Top holdings (30 Sept 2026)
Fund size ₹364 crore · 49 holdings · 95.6% in equity
| Company | Industry | Weight |
|---|---|---|
| Sona Blw Precision Forgings Ltd. | Auto Components | 4.39% |
| Welspun Corp Ltd. | Industrial Products | 4.19% |
| Karur Vysya Bank Ltd. | Banks | 3.61% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | 3.57% |
| Ather Energy Ltd. | Automobiles | 3.18% |
| RBL Bank Ltd. | Banks | 2.94% |
| Delhivery Ltd. | Transport Services | 2.90% |
| Redington Ltd. | Commercial Services & Supplies | 2.84% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | 2.72% |
| Central Depository Services (I) Ltd. | Capital Markets | 2.65% |
| City Union Bank Ltd. | Banks | 2.56% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | 2.48% |
| PNB Housing Finance Ltd. | Finance | 2.48% |
| AnandRathi Wealth Ltd. | Capital Markets | 2.28% |
| Kirloskar Oil Engines Ltd. | Industrial Products | 2.26% |
Largest industries: Pharmaceuticals & Biotechnology 15.2%, Banks 11.2%, Capital Markets 10.3%, Finance 8.0%, Auto Components 7.0%, Chemicals & Petrochemicals 6.6%.
Other plan of this fund: Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth