Aditya Birla SL Small Cap Fund(G)

42.45 0.53 (1.28%) NAV as on 13-Apr-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return10.8741.3797.810.7411.1710.88
Category Avg9.8737.4694.977.3211.1718.50
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX-1.9219.4958.1812.3913.63-
NIFTY-0.4121.5461.2711.4413.06-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2021NANANA15.95
202021.2223.0021.48-33.87
2019-7.03-8.510.773.21
2018-4.78-10.030.84-10.46
20175.484.6016.5821.83
201616.3310.74-7.77-7.71

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202019.7969230NA
2019-11.54237241NA
2018-22.65254270NA
201756.713260NA
20169.6641234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)88.2408-Jan-97163.519.8614.269.81
Axis Small Cap Fund-Reg(G)44.0929-Nov-1874.4116.0517.522.28
Kotak Small Cap Fund(G)118.8625-Feb-05120.8513.7117.3416.57
SBI Small Cap Fund-Reg(G)79.2711-Sep-0985.4310.8419.4319.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]24.2499
Semi Standard Deviation [%]0.7902
Beta [%]0.6743
Sharp Ratio [%]1.2184
R-Square [%]0.6972
Expense Ratio [%]1.9000
AVG Ratio [%]0.2095
Other Ratios
Jenson Ratio [%]0.1670
Treynor Ratio [%]0.4462
Turnover Ratio [%]0.5800
FAMA Ratio [%]0.1888
SORTINO Ratio [%]0.2512

Return Calculator

MARKET STATS As on 13/04/2021 As on 13/04/2021

14504.80 (1.36) 48544.06 (1.38)

TOP GAINERS

Company Price Change Gain (%)
Blue Chip India0.300.0520.00
Emami Paper Mills119.8019.9519.98

TOP LOSERS

Company Price Change Loss (%)
Shekhawati Poly-Yarn0.35-0.05-12.50
Dr Lal Pathlabs2947.95-388.60-11.65

Portfolio Comparison

MUTUAL FUND ACTIVITY