Aditya Birla Sun Life Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 0.46 0.39 0.08 20.19 7.98 21.06
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 0.08 20.19 7.98 2.07 3,583.28
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 15.95 25.44 12.97 1.81 35,120.40
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 8.84 25.19 14.34 1.70 22,540
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -0.84 20.58 15.92 1.76 19,708.09
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -1.19 16.78 10.04 1.78 14,273.52
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 11.23 25.85 14.57 1.76 13,510.02

Fund Holdings as on 31-October-2022

  • Gujarat Fluorochemicals Limited

  • Cholamandalam Investment and Finance Company Limited

  • Coromandel International Limited

  • MphasiS Limited

  • Crompton Greaves Consumer Electricals Limited

  • The Federal Bank Limited

  • Clearing Corporation of India Limited

  • Fortis Healthcare Limited

  • Cholamandalam Financial Holdings Limited

  • AU Small Finance Bank Limited

  • AIA Engineering Limited

  • Cummins India Limited

  • Phoenix Mills Limited

  • K.P.R. Mill Limited

  • Aditya Birla Fashion and Retail Limited

  • MindTree Limited

  • Aarti Industries Limited

  • Torrent Power Limited

  • Voltas Limited

  • Mahindra & Mahindra Financial Services Limited

  • ICICI Bank Limited

  • Tata Power Company Limited

  • Bharat Forge Limited

  • Bharat Electronics Limited

  • Max Financial Services Limited

  • IPCA Laboratories Limited

  • ACC Limited

  • Sona BLW Precision Forgings Limited

  • Emami Limited

  • Thermax Limited

  • Reverse Repo

  • Ashok Leyland Limited

  • The Ramco Cements Limited

  • POLYCAB INDIA Limited

  • Sun TV Network Limited

  • Sanofi India Limited

  • NMDC Limited

  • TVS Motor Company Limited

  • Kansai Nerolac Paints Limited

  • Glenmark Pharmaceuticals Limited

  • Gujarat State Petronet Limited

  • Whirlpool of India Limited

  • Century Textiles & Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Jubilant Foodworks Limited

  • KEC International Limited

  • DCB Bank Limited

  • Jindal Steel & Power Limited

  • Atul Limited

  • MRF Limited

  • Tata Consumer Products Limited

  • Birlasoft Limited

  • Akzo Nobel India Limited

  • Lupin Limited

  • LIC Housing Finance Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Endurance Technologies Limited

  • Restaurant Brands Asia Limited

  • Zydus Wellness Limited

  • Bharti Airtel Limited

  • Container Corporation of India Limited

  • Exide Industries Limited

  • United Breweries Limited

  • Inox Wind Energy Limited

  • GFL Limited

  • Supreme Industries Limited

  • Clean Science & Technology Limited

  • FSN E-Commerce Ventures Limited

  • NMDC Steel Ltd

  • Tatva Chintan Pharma Chem Limited

  • Aarti Pharmalabs Ltd

  • Solara Active Pharma Sciences Limited

  • Margin (Future and Options)

  • Bayer Cropscience Limited

  • Aditya Birla Capital Limited

  • Bharti Airtel Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Chemicals

  • Bank - Private

  • Engineering - Industrial Equipments

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Miscellaneous

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Cement & Construction Materials

  • Finance - Investment

  • Diesel Engines

  • Construction - Real Estate

  • Textile

  • Retailing

  • Auto Ancillary

  • Air Conditioners

  • Forgings

  • Finance - Others

  • Paints

  • Household & Personal Products

  • Consumer Food

  • Automobiles-Trucks/Lcv

  • Cable

  • TV Broadcasting & Software Production

  • Mining & Minerals

  • Automobile Two & Three Wheelers

  • Diversified

  • Gas Transmission/Marketing

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Tea/Coffee

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Unspecified

  • Logistics

  • Batteries

  • Breweries & Distilleries

  • Plastic Products

  • e-Commerce

  • Pesticides & Agrochemicals

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Fund Manager

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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 ₹3,583.28 crore. Aditya Birla Sun Life Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Midcap Fund ended up ₹2.66(0.57%)yesterday to ₹472.99.

Among its top 3 holdings the fund has exposure to Gujarat Fluorochemicals Limited, and

The Aditya Birla Sun Life Midcap Fund is managed by Anil Shah .

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