Aditya Birla Sun Life Midcap Fund - Growth - Regular Plan

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  • 0.33 %Nav, as on 03-10-2025

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  • Net Change on 03-10-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -0.56 -2.15 -5.78 19.34 23.64 20.82
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 -5.78 19.34 23.64 1.88 5,969.95
HDFC Mid Cap Fund - Growth Plan Jun 25, 2007 1.22 25.95 28.59 1.35 83,104.83
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 2.51 22.32 27.17 1.40 56,988.32
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 -1.02 25.05 28.74 1.55 38,385.96
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 -5.67 25.70 31.90 1.55 34,779.74
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated -1.09 18.77 21.45 1.57 31,056.04

Fund Holdings as on 31-August-2025

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Fortis Healthcare Limited

  • Thermax Limited

  • Clearing Corporation of India Limited

  • APL Apollo Tubes Limited

  • JK Cement Limited

  • K.P.R. Mill Limited

  • The Federal Bank Limited

  • Prestige Estates Projects Limited

  • MphasiS Limited

  • Torrent Power Limited

  • Dixon Technologies (India) Limited

  • KPIT Technologies Limited

  • United Breweries Limited

  • NMDC Limited

  • JINDAL STEEL LIMITED

  • Supreme Industries Limited

  • KEI Industries Limited

  • Atul Limited

  • Lupin Limited

  • The Indian Hotels Company Limited

  • Shriram Finance Ltd

  • Phoenix Mills Limited

  • Navin Fluorine International Limited

  • Aptus Value Housing Finance India Ltd

  • IPCA Laboratories Limited

  • Apollo Hospitals Enterprise Limited

  • Gujarat Fluorochemicals Limited

  • Hexaware Technologies limited

  • SBI Cards & Payment Services Limited

  • Voltas Limited

  • HDB Financial Services Limited

  • Suzlon Energy Limited

  • Coromandel International Limited

  • Margin (Future and Options)

  • Info Edge (India) Limited

  • Glenmark Pharmaceuticals Limited

  • Whirlpool of India Limited

  • Kirloskar Oil Eng Ltd

  • TVS Motor Company Limited

  • Schaeffler India Limited

  • Cholamandalam Financial Holdings Limited

  • Suven Pharmaceuticals Limited

  • Muthoot Finance Limited

  • Ajanta Pharmaceuticals Limited

  • Vishal Mega Mart Ltd

  • Inventurus Knowledge Solutions Ltd

  • Persistent Systems Limited

  • Minda Industries Ltd

  • Bharat Forge Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Computer Age Management Services Limited

  • Page Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • HDFC Asset Management Company Limited

  • Radico Khaitan Limited

  • RR Kabel Ltd

  • L&T Technology Services Limited

  • Aditya Birla Real Estate Ltd.

  • Stylam Industries Ltd

  • Adani Ports and Special Economic Zone Limited

  • Apar Industries Limited

  • Poonawalla Fincorp Limited

  • V-Guard Industries Limited

  • Sona BLW Precision Forgings Limited

  • Motherson Sumi Wiring India Limited

  • Swiggy Ltd

  • Vedanta Limited

  • Bank of India

  • JSW Cement Ltd

  • Firstsource Solutions Limited

  • Sanofi India Limited

  • CEAT Limited

  • LIC Housing Finance Limited

  • GFL Limited

  • Aditya Birla Capital Limited

  • Kansai Nerolac Paints Limited

  • TVS Motor Company Limited (Preference Share)

  • Cash and Bank

  • Net Receivables / (Payables)

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  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Chemicals

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Others

  • Auto Ancillary

  • Cement & Construction Materials

  • Miscellaneous

  • Breweries & Distilleries

  • BPO/ITeS

  • Steel & Iron Products

  • Electric Equipment

  • Cable

  • Consumer Durables - Electronics

  • Power Generation/Distribution

  • Mining & Minerals

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Fertilizers

  • Finance - Investment

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Bearings

  • Retailing

  • Forgings

  • Depository Services

  • Finance - Asset Management

  • Laminates/Decoratives

  • Port

  • Metal - Non Ferrous

  • e-Commerce

  • Bank - Public

  • Tyres & Allied

  • Paints

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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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 ₹5,969.95 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 ₹2.56(0.33%)yesterday to ₹776.71.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank Limited, and

The Aditya Birla Sun Life Midcap Fund is managed by Vishal Gajwani .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111