Aditya Birla Sun Life Nifty Smallcap 50 Index Fund

Review Date: 19-08-2026

Beginning of Analysis

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund is the 32nd ranked fund in the Index Funds category. The category has total 0 funds. The 4 star rating shows a very good past performance of the Aditya Birla Sun Life Nifty Smallcap 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.56.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Small Cap Index Mutual Funds

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Return Analysis

• The fund has given a return of 2.6%, 11.85 and 18.31 in last one, three and six months respectively. In the same period the category average return was 1.7%, 9.63% and 14.53% respectively.
• Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given a return of 13.59% in last one year. In the same period the Small Cap Index Mutual Funds category average return was 7.94%.
• The fund has given a return of 22.44% in last three years and ranked 3.0rd out of seven funds in the category. In the same period the Small Cap Index Mutual Funds category average return was 19.28%.
• The fund has given a return of 14.32% in last five years and ranked 2nd out of two funds in the category. In the same period the Small Cap Index Mutual Funds category average return was 15.08%.
• The fund has given a SIP return of 26.38% in last one year whereas category average SIP return is 18.95%. The fund one year return rank in the category is 2nd in 12 funds
• The fund has SIP return of 14.47% in last three years and ranks 1st in 7 funds. The fund has given the highest SIP return in the category in last three years.
• The fund has SIP return of 19.01% in last five years whereas category average SIP return is 17.33%.

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Risk Analysis

• The fund has a standard deviation of 22.76 and semi deviation of 15.79. The category average standard deviation is 14.64 and semi deviation is 10.77.
• The fund has a Value at Risk (VaR) of -34.78 and a maximum drawdown of -23.02. The category average VaR is -22.25 and the maximum drawdown is -17.1.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Small Cap Index Mutual Funds Category

Good Performance in Small Cap Index Mutual Funds Category

Poor Performance in Small Cap Index Mutual Funds Category

Very Poor Performance in Small Cap Index Mutual Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization