Should I invest in Aditya Birla Sun Life Small Cap Fund?

We don't give personal investment advice. Aditya Birla Sun Life Small Cap Fund - GROWTH is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.4%. 5-year CAGR: 12.36%.

Birla Sun Life

Aditya Birla Sun Life Small Cap Fund - GROWTH

Latest NAV

₹94.7343

As of

24 Jul 2026

4,707 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.20%	+0.02%	-0.22	11 / 11	Q4
1W	-0.75%	-1.66%	+0.90	1 / 11	Q1
2W	-1.58%	-2.46%	+0.87	1 / 11	Q1
1M	-0.10%	-1.07%	+0.97	1 / 11	Q1
3M	+8.39%	+6.29%	+2.10	2 / 11	Q1
6M	+19.82%	+13.78%	+6.04	1 / 11	Q1
YTD	+11.60%	+6.01%	+5.60	1 / 11	Q1
1Y	+7.53%	+0.05%	+7.47	1 / 11	Q1
2Y	+3.12%	-0.97%	+4.10	2 / 11	Q1
3Y	+15.05%	+12.04%	+3.01	4 / 11	Q2
4Y	+17.65%	+15.69%	+1.96	6 / 11	Q3
5Y	+12.36%	+12.70%	-0.34	6 / 11	Q3
7Y	+17.33%	+18.70%	-1.37	8 / 11	Q3
10Y	+12.56%	+13.07%	-0.51	8 / 11	Q3
Inception	+12.38%	+12.68%	-0.30	7 / 11	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+11.60%	+6.01%	+5.60	1 / 11
2025	-4.53%	-7.39%	+2.86	3 / 11
2024	+20.84%	+19.88%	+0.96	6 / 11
2023	+38.93%	+40.75%	-1.82	7 / 11
2022	-6.46%	-1.80%	-4.66	9 / 11
2021	+49.49%	+57.02%	-7.53	8 / 11
2020	+19.07%	+22.20%	-3.13	8 / 11
2019	-11.75%	-6.18%	-5.58	9 / 11
2018	-22.72%	-21.74%	-0.97	7 / 11
2017	+55.52%	+47.87%	+7.66	4 / 11
2016	+8.77%	+2.95%	+5.83	2 / 11

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.42%

222 windows

min -61.2% · max 151.8%

66% positive

3-Year rolling

+15.57%

197 windows

min -16.6% · max 39.5%

88% positive

5-Year rolling

+14.93%

173 windows

min -3.1% · max 30.4%

98% positive

7-Year rolling

+14.59%

149 windows

min 7.6% · max 26.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.96%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.84

Downside-only deviation

Max drawdown

-26.43%

Oct 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option	HDFC	₹137.4830	24 Jul 2026
Nippon India Small Cap Fund - Growth Plan - Bonus Option	Nippon India	₹177.5606	24 Jul 2026
Franklin India Small Cap Fund - IDCW	Franklin Templeton	₹43.7480	24 Jul 2026
Kotak-Small Cap Fund - Growth	Kotak Mahindra	₹263.9290	24 Jul 2026
Aditya Birla Sun Life Small Cap Fund -Regular - IDCW	Birla Sun Life	₹39.2067	24 Jul 2026
Sundaram Small Cap Fund Regular Plan - Growth	Sundaram BNP Paribas	₹282.5023	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹94.7343
23 Jul 2026	₹94.9218
22 Jul 2026	₹95.5729
21 Jul 2026	₹96.5735
20 Jul 2026	₹96.0693
17 Jul 2026	₹95.4549
16 Jul 2026	₹96.1074
15 Jul 2026	₹96.0631
14 Jul 2026	₹95.5510
13 Jul 2026	₹96.3316

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of Aditya Birla Sun Life Small Cap Fund - GROWTH is ₹94.7343. It's a Small Cap Fund from Birla Sun Life, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Small Cap Fund - GROWTH has NAV history starting from 31 May 2007, a track record of about 19 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Aditya Birla Sun Life Small Cap Fund - GROWTH is managed by Birla Sun Life. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Small Cap Fund - GROWTH has delivered a absolute return of 7.53% — +7.47 pp ahead of the Small Cap Fund category average of 0.05%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Small Cap Fund - GROWTH has delivered a CAGR of 15.05% — +3.01 pp ahead of the Small Cap Fund category average of 12.04%. The fund ranks #4 of 11 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Small Cap Fund - GROWTH has delivered a CAGR of 12.36% — -0.34 pp behind the Small Cap Fund category average of 12.70%. The fund ranks #6 of 11 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Small Cap Fund - GROWTH exactly 10 years ago would be worth approximately ₹326,570 today — a multiplier of 3.27×, based on the 10-year CAGR of 12.56%. The category average over the same window would have grown ₹1 lakh to ₹341,611.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Small Cap Fund - GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹868,155 today. That's an XIRR (money-weighted annualised return) of 14.76%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Small Cap Fund - GROWTH = ₹1,200,000 invested. It would currently be worth ₹2,577,963 (multiplier 2.15×). XIRR: 14.62%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Small Cap Fund - GROWTH ranks #6 out of 11 funds in the Small Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.70%; this fund delivered 12.36%.

The worst peak-to-trough decline Aditya Birla Sun Life Small Cap Fund - GROWTH has experienced over the last 5-year window is 26.43% — its NAV fell from a high on 16 Oct 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Small Cap Fund - GROWTH averaged 14.93% (best 30.41%, worst -3.13%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Small Cap Fund - GROWTH returned -4.53% — beating the Small Cap Fund category average of -7.39% by 2.86 pp. It ranked #3 of 11 in its category that year.

Aditya Birla Sun Life Small Cap Fund - GROWTH is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Aditya Birla Sun Life Small Cap Fund - GROWTH is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.4%. 5-year CAGR: 12.36%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.