Aditya Birla Sun Life Small Cap Fund
Direct · Growth ₹100.57
22 Apr 2026
NAV
17.5%
3Y CAGR
15.6%
5Y CAGR
16.6%
10Y CAGR
16.6%
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.
4.47
Sharpe
-57.4%
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 | ₹12.97 L | 23.6% | -66.1% | 143.4% |
| 3 Years | ₹36.00 L | ₹48.74 L | 17.5% | -36.2% | 45.3% |
| 5 Years | ₹60.00 L | ₹88.70 L | 15.2% | -18.1% | 34.7% |
| 10 Years | ₹1.20 Cr | ₹2.73 Cr | 15.9% | 12.1% | 19.5% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 23.6% | 5.1% | +18.5% |
| 3 Years | 17.5% | 22.1% | -4.5% |
| 5 Years | 15.2% | 19.0% | -3.8% |
| 10 Years | 15.9% | 14.6% | +1.3% |