Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
5,300 cr
TER direct / regular
1.08% / 2.00%
Active return /yr (full)
-1.3%
Score
39
Rank (Score, pool)
#32 of 37
Percentile (full, pool)
6
IR vs benchmark
-0.30
CAGR (absolute)
18.4%
Max drawdown
-53.5%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-13.2%
-17.9%
-2.87
4
3.7%
35.6%
22.5%
12
FY23
3.5%
-5.9%
0.63
20
5.1%
-6.6%
-3.1%
12
FY24
-15.3%
0.4%
-1.70
48
6.1%
63.0%
47.7%
12
FY25
0.4%
-2.4%
0.02
29
4.7%
5.3%
5.7%
12
FY26
7.0%
3.1%
1.45
85
4.7%
-5.3%
1.7%
12
FY27*
3.6%
1.7%
2.36
65
2.8%
28.8%
32.4%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-1.4
-1.3
-0.0
-2.7
2020
-1.2
-0.3
+0.2
-0.6
-0.4
-3.3
-0.7
+0.4
+1.0
+2.1
+0.4
-2.1
-4.5
2021
-1.2
+2.1
+1.2
-1.3
-1.1
-0.6
-0.5
+0.4
-0.8
+0.3
-1.8
-2.0
-5.4
2022
-0.8
+0.7
-3.1
-0.5
+2.0
+2.6
+0.1
-1.6
+0.8
-0.7
-2.5
+0.0
-3.0
2023
+1.7
+1.0
+0.1
-1.4
+2.7
-0.8
-1.1
-0.5
-1.8
-0.8
-2.6
-2.0
-5.4
2024
-3.2
-1.4
+2.4
-1.6
+1.7
+0.3
-0.2
-2.2
+2.7
-0.4
-0.4
-1.0
-3.3
2025
+0.4
+1.0
-0.3
+0.7
-1.0
-1.1
+1.2
-0.3
+0.1
+1.7
+2.1
-1.6
+2.9
2026
+2.7
+1.5
+0.8
-0.4
+1.2
+0.2
+0.3
+1.5
+8.0
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.0
-1.9
+2.4
+3.2
-3.7
-5.3
-5.0
+7.7
+9.7
+2.1
+6.5
+7.3
2014
-4.0
+2.4
+9.0
+4.7
+13.2
+11.9
-3.2
+1.8
+7.0
+2.7
+5.2
+3.6
+67.9
2015
+4.4
+1.1
-1.7
-1.1
+2.7
-1.5
+7.1
-3.5
-0.2
+1.4
+2.8
+2.5
+14.3
2016
-7.7
-10.8
+12.2
+4.8
+5.5
+5.5
+5.7
+4.2
+0.8
+4.0
-7.8
-3.6
+10.6
2017
+7.7
+5.7
+7.3
+7.2
-1.8
+0.4
+3.9
-1.2
+2.3
+10.0
+2.2
+4.0
+58.5
2018
-3.2
-3.2
-4.1
+6.2
-4.1
-6.2
+0.9
+2.5
-12.7
-4.5
+2.2
+3.6
-21.7
2019
-6.6
-1.4
+12.5
-3.9
+2.8
-5.6
-8.9
-4.1
+5.1
+1.0
-0.4
+0.4
-10.5
2020
+5.5
-7.3
-32.2
+12.0
-2.5
+11.3
+5.6
+12.2
+4.2
+1.6
+12.9
+6.2
+21.2
2021
-0.3
+14.4
+1.9
+3.3
+8.8
+4.9
+7.5
-2.5
+4.9
+0.4
-2.3
+3.3
+52.9
2022
-1.1
-8.7
+3.0
+0.0
-6.7
-4.0
+8.9
+4.1
-0.0
+1.2
+0.6
-1.8
-5.5
2023
-0.6
-2.5
-1.5
+5.5
+8.2
+5.5
+6.6
+4.7
+0.7
-2.5
+7.7
+3.9
+40.9
2024
+4.0
-1.9
-1.9
+8.8
+0.4
+9.8
+4.8
-0.8
+3.9
-4.0
-0.5
-0.9
+22.7
2025
-10.3
-11.6
+8.7
+2.4
+8.6
+4.6
-2.4
-3.9
+1.2
+5.4
-1.2
-1.9
-2.8
2026
-2.9
+2.3
-9.2
+16.6
+2.8
+4.5
+1.5
+4.1
+19.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard