small capHigh risk

Aditya Birla Sun Life Small Cap Fund - Direct 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 2 Jan 2013.

Latest price per unit

₹75.8263

▼ 0.51% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹13.8k gain · 13.8% / year

Invested 3 years ago

₹1.28 L

▲ ₹27.7k gain · 8.5% / year

Invested 5 years ago

₹1.44 L

▲ ₹43.9k gain · 7.5% / 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

-57.40%

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 year13.76%

CAGR — 3 years8.49%

CAGR — 5 years7.54%

CAGR — since launch13.85%

Volatility — 1 year (annualised)17.89%

Volatility — 3 years (annualised)18.57%

Max drawdown — 1 year-14.03%

Max drawdown — 3 years-28.59%

Sharpe ratio — 1 year (rf=6%)0.40

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: Direct
Option: IDCW
ISIN (Growth): INF209K01WM6
ISIN (Div re-invest): —
Fund code: 119557
First price on record: 2 Jan 2013 · 3,362 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.