Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan
Small Cap
— 3Y
Abakkus Mutual Fund
Small Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Smallcap 250 TRI
Abakkus Small Cap Fund - Direct Plan - Growth is an open-ended small cap scheme managed by Abakkus Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| Since inception | +91.4% | +88.0% | +3.4% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
17.6%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.87
Category avg beta 0.97.
Sharpe (risk-adjusted)
0.96
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-16.5%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.5%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Kotak Mahindra Bank Ltd. | Financial Services | 12.7% |
| ITC Ltd. | Consumer Staples | 14.5% |
| Asian Paints Ltd. | Materials | 8.6% |
| Maruti Suzuki India Ltd. | Automobiles | 4% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 12.3% |
| Hindustan Unilever Ltd. | Consumer Staples | 14.5% |
| Mahindra & Mahindra Ltd. | Automobiles | 9.8% |
| UltraTech Cement Ltd. | Materials | 12.9% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2020
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Small Cap
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor U
2026-03-15
Clean disclosure layout — finally see TER and risk together.
Investor H
2026-06-15
Charts load instantly on fibre — impressive polish.
Investor I
2026-05-15
Good ELSS context without pushing products.
Abakkus Small Cap Fund - Direct Plan - Growth
Research-only · No transactions