Birla Sun Life Small Cap Fund

Equity Fund
High Risk
Last Updated: 10 Oct 2025
AUM: ₹109 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹12.53
0.64%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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Small Cap Fund
Performance Graph
As on 10 Oct 2025 
| Data Source - Value research
Fund Definition: To provide long-term wealth maximization by actively managing a well-diversified equity portfolio, predominantly comprising of small cap companies (as per SEBI classification). The fund would also seek to provide a cushion against the sudden volatility in the equities through some investments in debt and money market instruments.

Returns (as on 10 Oct 2025)

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About Birla Sun Life Small Cap Fund

Birla Sun Life Small Cap Fund is a Equity Fund launched on 07-10-2024, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹109 Cr, with a Net Asset Value (NAV) of ₹12.53 (as of 10 Oct 2025).

Over time, Birla Sun Life Small Cap Fund has shown stable growth with For longer horizons, it has delivered Return Since Inception (RSI) of 12.44%, highlighting its consistent performance track record.

Highlights of Birla Sun Life Small Cap Fund

  • It is benchmarked against the Nifty Smallcap 100 (90) and CRISIL Liquid Fund Index (10), which delivered 0% in the same period.
  • The fund maintains a strong allocation with Equity holding: 99.69%, ideal for long-term growth.
  • Major sector exposure includes Others holding: 69.21%, Services holding: 21.95%, Financial holding: 17.66%, offering Conservative diversification.
  • Since its launch on 07-10-2024, Birla Sun Life Small Cap Fund has achieved a Return Since Inception (RSI) of 12.44%.
  • Managed by Birla Sun Life, Birla Sun Life Small Cap Fund is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from Birla Sun Life

Fund name AUM sort icon 1Y sort icon
Aditya Birla Sun Life Group Secure ₹7,730 Cr 5.24% Get Details
Birla Sun Life
Enhancer
₹5,420 Cr 4.64% Get Details
Aditya Birla Sun Life Group Fixed Interest ₹3,039 Cr 7.05% Get Details
Birla Sun Life
Super 20
₹2,098 Cr 1.58% Get Details
Aditya Birla Sun Life Linked Discontinued Policy Fund ₹1,498 Cr 5.98% Get Details
Aditya Birla Sun Life Group Stable ₹1,273 Cr 4.07% Get Details
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Asset Allocation
Equity holding
Cash holding

Top 10 Equity Fund

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
Axis Max Life High Growth Fund 26.76% 28.6% 17.8% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 1.68% 23.21% 28.06% Get Details
Tata AIA Life Top 200 Fund 4.59% 22.41% 27.3% 17.9% Get Details
HDFC Life Discovery Fund 3.12% 22.03% 27.28% Get Details
Tata AIA Life India Consumption Fund 6.12% 23.75% 26.62% 20.29% Get Details
Bandhan Life Opportunity Fund 18.81% 26.39% Get Details
Tata AIA Life Multi Cap Fund 1.84% 20.14% 25.73% 20.49% Get Details
SBI Life Midcap Fund 1.3% 21.93% 25.42% Get Details
ICICI Prudential Life India Growth Fund 6.75% 18.7% 25.4% Get Details
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Sector Allocation
Others
69.21%
Services
21.95%
Financial
17.66%
Capital Goods
17.56%
Healthcare
12.68%
Chemicals
9.51%
Technology
6.28%
Consumer Discretionary
4.86%
Consumer Staples
2.51%
Construction
2.36%
Communication
2.22%
Energy
1.78%
Automobile
1.46%
Metals & Mining
1.37%
View more

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
Max Life Group Superannuation Plan - Balance Fund ₹132,328 Cr - Get Details
SBI Life Equity Fund ₹77,577 Cr - Get Details
ICICI Prudential Life Maximiser Fund V ₹50,034 Cr 2.25% Get Details
SBI Life Midcap Fund ₹42,299 Cr - Get Details
HDFC Life Opportunities Fund ₹35,798 Cr - Get Details
SBI Life Bond Pension II ₹28,996 Cr 6.07% Get Details
SBI Life Balanced Fund ₹22,132 Cr 3.5% Get Details
SBI Life Bond Fund ₹18,821 Cr 6.92% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,446 Cr 0.84% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹13,281 Cr - Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
Max Life Group Superannuation Plan - Balance Fund Get Details
SBI Life Equity Fund 2.38% 14.36% 16.32% 11.74% Get Details
ICICI Prudential Life Maximiser Fund V 8.35% 15.44% 18.3% 11.48% Get Details
SBI Life Midcap Fund 1.3% 21.93% 25.42% Get Details
HDFC Life Opportunities Fund 0.09% 18.14% 21.52% 14.43% Get Details
SBI Life Bond Pension II 5.3% 7.62% 5.36% 6.6% Get Details
SBI Life Balanced Fund 6.04% 10.83% 10.94% 9.85% Get Details
SBI Life Bond Fund 6.08% 7.86% 5.62% 6.93% Get Details
ICICI Prudential Life Multi Cap Growth Fund 5.42% 16.63% 18.5% 11.54% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 2.64% 16.27% 18.42% 13.23% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

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Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
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Tata AIA Life Top 200 Fund 4.59% 22.41% 27.3% 17.9% Get Details

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ICICI Prudential Life Pension India Consumption Fund 10.39 Cr 01-08-2025 20.5% 20.63 % Get Details

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Frequently Asked Questions
Birla Sun Life Small Cap Fund
Birla Sun Life Small Cap Fund is a Equity Fund launched on 07-10-2024. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 10 Oct 2025, the Net Asset Value (NAV) of Birla Sun Life Small Cap Fund is ₹12.53.
Birla Sun Life Small Cap Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Small Cap Fund is not Shariah-compliant.
Birla Sun Life Small Cap Fund has been in the market since 07-10-2024, providing a long and reliable performance history.

To provide long-term wealth maximization by actively managing a well-diversified equity portfolio, predominantly comprising of small cap companies (as per SEBI classification). The fund would also seek to provide a cushion against the sudden volatility in the equities through some investments in debt and money market instruments.
Over the past year, Birla Sun Life Small Cap Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.
Birla Sun Life Small Cap Fund is benchmarked against the Nifty Smallcap 100 (90) and CRISIL Liquid Fund Index (10), which delivered about 0% return in the same period. The fund has matched its benchmark in recent years.
The fund mainly invests in sectors like Others holding: 69.21%, Services holding: 21.95%, Financial holding: 17.66%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99.69% to Equity holding, making it Conservative in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

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