Aditya Birla SL Nifty Smallcap 50 IF (G) Mutual fund

Aditya Birla SL Nifty Smallcap 50 IF (G)

Q: How to Invest in Aditya Birla SL Nifty Smallcap 50 IF through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Aditya Birla SL Nifty Smallcap 50 IF good?

The Aditya Birla SL Nifty Smallcap 50 IF has an AUM of ₹243.46 Cr as on 12/3/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.13%. The risk is Very High against the category average of 60.68.

Q: Is Aditya Birla SL Nifty Smallcap 50 IF tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Aditya Birla SL Nifty Smallcap 50 IF?

There is no lock-in period applicable on Aditya Birla SL Nifty Smallcap 50 IF.

Q: What is the expense ratio of Aditya Birla SL Nifty Smallcap 50 IF?

The expense ratio of Aditya Birla SL Nifty Smallcap 50 IF is 1.01%.

Equity

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Equity Index Fund

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Fund Details

Current NAV

₹21.93

Expense Ratio

1.01%

Min SIP

₹100

Fund Size

₹243Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: For redemption / switch-out of units on or before 15 days from the date of allotment: 0.25% of applicable NAV. For redemption / switch-out of units after 15 days from the date of allotment - Nil

Fund Performance

Alpha

-1.54%

Beta

0.99

Sharpe Ratio

0.6105

Risk

21.07%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Aditya Birla SL Nifty Smallcap 50 IF (G) FAQs

Q1. How to Invest in Aditya Birla SL Nifty Smallcap 50 IF through Rupeezy?

Q2. Is Aditya Birla SL Nifty Smallcap 50 IF good?

Q3. Is Aditya Birla SL Nifty Smallcap 50 IF tax free?

Q4. What is the lock-in period of Aditya Birla SL Nifty Smallcap 50 IF?

Q5. What is the expense ratio of Aditya Birla SL Nifty Smallcap 50 IF?

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