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Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW)

Ticker: mf16912
Decent 66/100

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H
HSBC Tax Saver Equity Fund(IDCW)
Score 48/100 Decent
The HSBC Tax Saver Equity Fund shows potential but carries several risks that may affect future performance. Investors should proceed with caution.
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E
Edelweiss Income Plus Arbitrage Active FoF(IDCW)
Score 66/100 Decent
The fund shows potential but is hindered by inconsistent growth and profitability metrics. Caution is advised for new investors.
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M
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund(IDCW)
Score 40/100 Risky
The fund is a conservative investment option with low growth potential, suitable for risk-averse investors seeking stability.
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Q
Quant Consumption Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution need to be monitored.
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N
Nippon India Active Momentum Fund(IDCW)
Score 66/100 Decent
The Nippon India Active Momentum Fund shows decent potential with a solid growth trajectory and manageable risks.
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A
Aditya Birla SL Multi-Asset Omni FOF(IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to some risks in execution and liquidity.
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A
Aditya Birla SL Multi-Asset Omni FOF(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a diversified approach, but faces challenges in profitability and valuation metrics.
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N
Nippon India FMP-XLIII-1-1755D(IDCW)
Score 68/100 Decent
The fund shows potential but lacks strong growth drivers and competitive advantages. Caution is advised.
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A
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Sep 2026 Fund(IDCW)
Score 68/100 Decent
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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S
SBI FMP-45-1840D(IDCW)
Score 48/100 Risky
The investment outlook for SBI FMP-45-1840D is cautious due to inconsistent growth and moderate profitability metrics.
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M
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF(IDCW)
Score 68/100 Decent
The ETF shows potential with a decent score, but investors should be cautious due to execution risks and valuation concerns.
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A
Aditya Birla SL CRISIL IBX Gilt - April 2026 Index Fund(IDCW)
Score 70/100 Decent
The fund shows decent potential but lacks strong growth drivers and technical momentum.
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N
Nippon India Diversified Equity Flexicap Passive FoF(IDCW)
Score 66/100 Decent
The fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of valuation and execution risks.
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I
ITI Pharma & Healthcare Fund(IDCW)
Score 68/100 Decent
The fund shows potential in the pharma sector, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Nifty LargeMidcap 250 Index Fund(IDCW)
Score 68/100 Decent
The fund presents a decent investment opportunity with a balanced exposure to growth and stability, but investors should be cautious of market risks.
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I
ICICI Pru Nifty LargeMidcap 250 Index Fund(IDCW Payout)
Score 68/100 Decent
The ICICI Pru Nifty LargeMidcap 250 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should be cautious of market volatility.
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Business Overview

The Aditya Birla SL Nifty Smallcap 50 Index Fund (IDCW) is designed for investors seeking exposure to the dynamic small-cap segment of the Indian equity market. This fund tracks the Nifty Smallcap 50 Index, offering diversification and potential for high growth. Ideal for risk-tolerant investors, it aims to capitalize on the growth of emerging companies. With a focus on long-term capital appreciation, this fund is a strategic choice for those looking to enhance their portfolio with small-cap investments.

  • Tracks Nifty Smallcap 50 Index
  • Focus on long-term capital growth
  • Diversification across small-cap stocks
  • Ideal for risk-tolerant investors
  • Managed by a reputable fund house
  • Potential for high returns in growth phases

Investment Thesis

Aditya Birla SL Nifty Smallcap 50 Index Fund offers a compelling investment opportunity backed by a strong promoter group and credibility in the market. With the digital services sector poised for robust growth and attractive valuations compared to peers, this fund is well-positioned for long-term gains.

  • Strong backing from the reputable Aditya Birla Group enhances investor confidence.
  • Significant growth potential in the digital services sector supports future returns.
  • Attractive valuation compared to peers presents a favorable entry point.
  • Diversification across small-cap stocks mitigates risk while maximizing upside.
  • Consistent performance track record reinforces the fund's reliability.

Opportunity vs Risk

Opportunities
  • Exposure to smallcap growth potential
  • Diversification in smallcap segment
  • Long-term wealth creation
  • Tax-efficient investment option
Risks ⚠️
  • Market volatility in smallcaps
  • Higher expense ratios
  • Liquidity concerns in smallcap stocks
  • Economic downturn impact on performance

Peer Perspective

Aditya Birla SL Nifty Smallcap 50 Index Fund trades at a slight premium compared to peers like Nippon India Smallcap Fund and SBI Small Cap Fund. A sustained growth acceleration could trigger a rerating.

???? Future Outlook

The Aditya Birla SL Nifty Smallcap 50 Index Fund has strong growth potential, driven by market dynamics; however, successful execution and cost control will be crucial for maximizing returns in the evolving investment landscape.

AI FAQs for Retail Users

  • Q: What is Aditya Birla SL Nifty Smallcap 50 Index Fund?
    A: It is a mutual fund that tracks the Nifty Smallcap 50 Index, investing in small-cap stocks.
  • Q: Who should invest in this fund?
    A: Investors seeking exposure to small-cap stocks and willing to accept higher volatility may consider this fund.
  • Q: What are the risks associated with this fund?
    A: Small-cap stocks can be more volatile and may carry higher risks compared to large-cap stocks.
  • Q: What is the expense ratio of this fund?
    A: The expense ratio varies; check the latest factsheet for the most accurate information.
  • Q: How can I invest in this fund?
    A: You can invest through mutual fund platforms, directly on the fund's website, or via a financial advisor.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW) • Updated: 2025-10-01 14:29:45
  • 10
    Business
    High
    The fund is invested in smallcap companies which are generally in growth sectors, but individual company moats vary.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth due to its diversified smallcap portfolio.
  • 10
    Profitability
    High
    ROE and ROCE metrics are average, with OCF showing some volatility.
  • 8
    Valuation
    High
    Valuation ratios like P/E and P/B are in line with peers, but PEG indicates potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio and liquidity, but some holdings have higher leverage.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about pledging in some underlying stocks.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are prevalent in smallcap investments.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with some liquidity concerns in smaller stocks.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential for growth, but investors should be cautious of the inherent risks associated with smallcap investments.