Aditya Birla Sun Life Midcap Fund - Growth - Regular Plan

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  • Net Change on 13-12-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk byinvesting primarily in 'Mid-Cap' Stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life MIDCAP Fund-Growth 1.37 4.17 -3.04 4.39 6.75 21.17
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life MIDCAP Fund-Growth Oct 03, 2002 Unrated -3.04 4.39 6.75 2.27 2,368.05
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 0.80 6.87 8.68 1.81 22,791.83
Franklin India Prima Fund-Growth Dec 01, 1993 4.10 8.84 9.46 1.89 7,603.70
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 6.01 9.58 8.61 1.99 6,817.89
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 9.62 10.27 10.96 1.83 6,771.46
L&T Mid Cap Fund-Regular Plan-Growth Aug 09, 2004 -0.84 8.97 10.48 1.97 5,928.08

Fund Holdings as on 30-November-2019

  • KEC International Limited

  • Cholamandalam Financial Holdings Limited

  • TeamLease Services Limited

  • The Federal Bank Limited

  • Gujarat State Petronet Limited

  • Coromandel International Limited

  • Crompton Greaves Consumer Electricals Limited

  • IndusInd Bank Limited

  • Mahindra CIE Automotive Limited

  • Bandhan Bank Limited

  • DCB Bank Limited

  • IPCA Laboratories Limited

  • Sanofi India Limited

  • Voltas Limited

  • MRF Limited

  • LIC Housing Finance Limited

  • RBL Bank Limited

  • Alkem Laboratories Limited

  • Pfizer Limited

  • PNC Infratech Limited

  • Max Financial Services Limited

  • State Bank of India

  • Tata Power Company Limited

  • Whirlpool of India Limited

  • Apollo Hospitals Enterprise Limited

  • Emami Limited

  • UltraTech Cement Limited

  • Clearing Corporation of India Limited

  • Bharat Electronics Limited

  • Aditya Birla Fashion and Retail Limited

  • The Ramco Cements Limited

  • Gujarat Fluorochemicals Limited

  • Shree Cement Limited

  • POLYCAB INDIA Limited

  • Cadila Healthcare Limited

  • Bharat Forge Limited

  • Sun TV Network Limited

  • Mangalore Refinery and Petrochemicals Limited

  • Kansai Nerolac Paints Limited

  • Tech Mahindra Limited

  • DLF Limited

  • Exide Industries Limited

  • Fortis Healthcare Limited

  • Thermax Limited

  • Container Corporation of India Limited

  • Century Textiles & Industries Limited

  • HCL Technologies Limited

  • Natco Pharma Limited

  • PVR Limited

  • JM Financial Limited

  • Torrent Power Limited

  • Bayer Cropscience Limited

  • PNB Housing Finance Limited

  • Net Receivables / (Payables)

  • ACC Limited

  • Sterlite Technologies Limited

  • AU Small Finance Bank Limited

  • GFL Limited

  • Aditya Birla Capital Limited

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Forgings

  • Miscellaneous

  • Finance - Housing

  • Hospital & Healthcare Services

  • Gas Transmission/Marketing

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Fertilizers

  • Air Conditioners

  • Tyres & Allied

  • IT - Software

  • Cable

  • Finance - Others

  • Bank - Public

  • Household & Personal Products

  • Retailing

  • Unspecified

  • TV Broadcasting & Software Production

  • Refineries

  • Paints

  • Construction - Real Estate

  • Batteries

  • Diversified

  • Logistics

  • Film Production, Distribution & Entertainment

  • Pesticides & Agrochemicals

  • Chemicals

  • Finance - NBFC

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About Aditya Birla Sun Life Midcap Fund

Scheme Analysis

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 03-Oct-2002 and currently has an AUM of ₹2,368.05 crore. Aditya Birla Sun Life Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Midcap Fund ended up ₹2.14(0.79%)yesterday to ₹272.13.

Among its top 3 holdings the fund has exposure to KEC International Limited, Cholamandalam Financial Holdings Limited and TeamLease Services Limited

The Aditya Birla Sun Life Midcap Fund is managed by Jayesh Gandhi .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111

Fund Manager

  • Education:C.A., C.F.A., Master of International Management
  • Experience:13 Years
  • Basic Details:Mr.Jayesh Gandhi joined Morgan Stanley Investment Management Private Limited as part of the Investment Team in August 2007. He worked with Zacks Investment Research, Chicago, USA, Think Values, Salt Lake City, USA, J V Gokal Finance & Investments Private Limited, J M Shares and Stock Brokers and Dalal Street Communication. He has over 12 years of experience in investment management and equity research.
  • Funds Managed:
  • Aditya Birla Sun Life Midcap Fund
  • Aditya Birla Sun Life Small Cap Fund
  • Cash

  • Equity

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