Aditya Birla Sun Life Nifty Small Cap 50 Index Fund
Direct · Growth ₹21.11
23 Apr 2026
NAV
22.3%
3Y CAGR
14.9%
5Y CAGR
17.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.17
Sharpe
-36.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 17.9% | -47.8% | 102.5% |
| 3 Years | ₹36.00 L | ₹51.42 L | 26.0% | 1.2% | 43.5% |
| 5 Years | ₹60.00 L | ₹80.78 L | 12.2% | 9.5% | 15.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 17.9% | -0.6% | +18.6% |
| 3 Years | 26.0% | 10.9% | +15.1% |
| 5 Years | 12.2% | 11.0% | +1.2% |