Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct - Growth
A Other Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
23.25%
Expense Ratio
0.49%
as of 01/03/2026
AUM
₹186.13 Cr
Qtr End: Dec 25
NAV
₹20.912
as of 17/04/2026
3Y Returns (CAGR)
23.25%
Expense Ratio
0.49%
as of 01/03/2026
AUM
₹186.13 Cr
Qtr End: Dec 25
NAV
₹20.912
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.08% | -4.24% | 28.34% |
| 6M | -4.03% | -7.90% | 21.88% |
| 1Y | 3.00% | 3.00% | 19.32% |
| 3Y | 87.20% | 23.25% | 20.44% |
| 5Y | 93.35% | 14.10% | 20.51% |
Scheme Details
- Launch Date
- 15/03/2021
- Fund Age
- 5.1 years
- Minimum Investment
- ₹500
- Benchmark
- Nifty Smallcap 50
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct - Growth | 23.25% | 0.49% | ₹186.13 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Growth | 22.10% | 0.40% | ₹298.8 |
| Franklin India NSE Nifty 50 Index Fund - Direct - Growth | 11.15% | 0.28% | ₹300.22 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Direct - Growth | 11.20% | 0.17% | ₹933.31 |
| Aditya Birla Sun Life Nifty Next 50 Index Fund - Direct - Growth | 20.58% | 0.36% | ₹132.24 |
| Motilal Oswal Nifty Microcap 250 Index Fund - Direct - Growth | - | 0.69% | ₹1,784.45 |
| Mirae Asset Nifty LargeMidcap 250 Index Fund - Direct - Growth | - | 0.42% | ₹20.44 |