FundLens
53
Index — Small CapHold

ABSL Nifty Small Cap 50 Index

Aditya Birla Sun Life · Direct–Growth · rank #6 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
18.2%
+8.5% vs index
3 Years
19.8%
+4.5% vs index
5 Years
14.0%
-1.7% vs index
Since launch
17.8%

Year-by-year performance

last entry = YTD
2022
-18.1%
2023
+63.3%
2024
+25.1%
2025
-3.7%
2026
+16.6%

Why this score

ABSL Nifty Small Cap 50 Index scores 53/100 — #6 of 18 Index — Small Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 75% of peers on 3y return. The main drag is its 5y return (better than only 17% of peers).

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

5Y return14.00% · 17th percentile in category
3Y return19.80% · 75th percentile in category
Volatility20.48 · 11th percentile in category
Sharpe ratio0.65 · 82nd percentile in category
Expense ratio0.59% · 12th percentile in category
Alpha1.49 · 89th percentile in category

Top holdings

top 5 = 18.3% of portfolio
1.Sona BLW Precision Forgings Ltd4.3%
2.Karur Vysya Bank Ltd4.03%
3.Navin Fluorine International Ltd3.47%
4.Delhivery Ltd3.37%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ3.09%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Small Cap funds