Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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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  • 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 - Direct Plan -6.15 -0.62 45.34 19.95 24.79 18.25
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 - Direct Plan Jan 01, 2013 Unrated 45.34 19.95 24.79 1.01 6,439.68
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 46.08 27.65 29.56 0.72 77,682.90
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 47.05 23.77 28.61 0.36 52,626.72
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 50.11 25.99 30.47 0.77 35,208.97
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 45.15 17.46 24.05 0.53 32,015.56
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 35.54 21.24 28.51 0.77 22,338.38

Fund Holdings as on 30-September-2024

  • Torrent Power Limited

  • Cholamandalam Financial Holdings Limited

  • Coromandel International Limited

  • Fortis Healthcare Limited

  • AU Small Finance Bank Limited

  • Glenmark Pharmaceuticals Limited

  • Gujarat Fluorochemicals Limited

  • Shriram Finance Ltd

  • Phoenix Mills Limited

  • MphasiS Limited

  • Max Financial Services Limited

  • K.P.R. Mill Limited

  • Cummins India Limited

  • Voltas Limited

  • Thermax Limited

  • United Breweries Limited

  • The Federal Bank Limited

  • Bharat Forge Limited

  • Tube Investments of India Limited

  • Lupin Limited

  • ACC Limited

  • AIA Engineering Limited

  • Mahindra & Mahindra Financial Services Limited

  • Sona BLW Precision Forgings Limited

  • NMDC Limited

  • Clearing Corporation of India Limited

  • Crompton Greaves Consumer Electricals Limited

  • JK Cement Limited

  • Whirlpool of India Limited

  • Aditya Birla Fashion and Retail Limited

  • Radico Khaitan Limited

  • Info Edge (India) Limited

  • The Indian Hotels Company Limited

  • Jindal Steel & Power Limited

  • Apollo Hospitals Enterprise Limited

  • Cholamandalam Investment and Finance Company Limited

  • Sundram Fasteners Limited

  • Ajanta Pharmaceuticals Limited

  • Computer Age Management Services Limited

  • Kalpataru Projects International Ltd.

  • Indraprastha Gas Limited

  • LIC Housing Finance Limited

  • Century Textiles & Industries Limited

  • Container Corporation of India Limited

  • Ashok Leyland Limited

  • Oil India Limited

  • Exide Industries Limited

  • TVS Motor Company Limited

  • Gujarat Gas Limited

  • GE T&D India Limited

  • Schaeffler India Limited

  • Endurance Technologies Limited

  • Sun TV Network Limited

  • V-Guard Industries Limited

  • Jubilant Foodworks Limited

  • SBFC Finance Ltd

  • Sanofi India Limited

  • APL Apollo Tubes Limited

  • LTIMindtree Limited

  • The Ramco Cements Limited

  • HDFC Asset Management Company Limited

  • Bank of India

  • Vedant Fashions Private Limited

  • ICICI Bank Limited

  • Kansai Nerolac Paints Limited

  • Akzo Nobel India Limited

  • Birlasoft Limited

  • Steel Authority of India Limited

  • KEC International Limited

  • Supreme Industries Limited

  • MRF Limited

  • Tata Consumer Products Limited

  • GMM Pfaudler Limited

  • Atul Limited

  • IPCA Laboratories Limited

  • Zee Entertainment Enterprises Limited

  • Emami Limited

  • Aarti Industries Limited

  • GFL Limited

  • METROPOLIS HEALTHCARE LIMITED

  • Interarch Building Products Ltd

  • Craftsman Automation Ltd

  • FSN E-Commerce Ventures Limited

  • Solara Active Pharma Sciences Limited

  • GMR Infrastructure Limited

  • Aditya Birla Capital Limited

  • Gland Pharma Limited

  • Margin (Future and Options)

  • Bharti Airtel Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bank - Private

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • IT - Software

  • Finance - Investment

  • Chemicals

  • Breweries & Distilleries

  • Power Generation/Distribution

  • Fertilizers

  • Consumer Durables - Domestic Appliances

  • Textile

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Construction - Real Estate

  • Finance - Others

  • Diesel Engines

  • Air Conditioners

  • Gas Transmission/Marketing

  • Forgings

  • Cycles

  • Engineering - Construction

  • Castings/Forgings

  • Electric Equipment

  • Mining & Minerals

  • Miscellaneous

  • Retailing

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • TV Broadcasting & Software Production

  • Fasteners

  • Depository Services

  • Paints

  • Finance - Housing

  • Diversified

  • Logistics

  • Automobiles-Trucks/Lcv

  • Batteries

  • Oil Exploration

  • Automobile Two & Three Wheelers

  • Bearings

  • Consumer Food

  • Finance - Asset Management

  • Bank - Public

  • Plastic Products

  • Tyres & Allied

  • Tea/Coffee

  • Household & Personal Products

  • e-Commerce

  • Airport Management Services

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 01-Jan-2013 and currently has an AUM of ₹6,439.68 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 down ₹-3.38(-0.39%)yesterday to ₹869.

Among its top 3 holdings the fund has exposure to Torrent Power Limited, and

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

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