small capHigh risk

Aditya Birla Sun Life Small Cap Fund - Regular Plan - IDCW

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From Aditya Birla Sun Life Mutual Fund. It's been running since 31 May 2007.

Latest price per unit

₹39.1572

▲ 0.52% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.15 L

▲ ₹14.6k gain · 14.6% / year

Invested 3 years ago

₹1.28 L

▲ ₹27.9k gain · 8.6% / year

Invested 5 years ago

₹1.33 L

▲ ₹33.5k gain · 5.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

18.6%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-69.70%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year14.59%

CAGR — 3 years8.55%

CAGR — 5 years5.95%

CAGR — since launch7.28%

Volatility — 1 year (annualised)17.95%

Volatility — 3 years (annualised)18.56%

Max drawdown — 1 year-14.36%

Max drawdown — 3 years-29.00%

Sharpe ratio — 1 year (rf=6%)0.44

Sharpe ratio — 3 years (rf=6%)0.13

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Regular
Option: IDCW
ISIN (Growth): INF209K01EO0
ISIN (Div re-invest): INF209K01EP7
Fund code: 105805
First price on record: 31 May 2007 · 4,732 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.