MyWealthGrowth.com logo
HomeMutual Funds

Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.45

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,483 today.

Invest Now

NAV Performance

Aditya Birla Sun Life Midcap Fund performance graph for last 3 years
Performance of Aditya Birla Sun Life Midcap Fund for last 3 Years

Fund Information

  • ₹ 456.810

    as on 03 Oct 2022
  • Regular - Growth

  • 15 / 25

  • ₹ 1,000

  • ₹ 3,332 Cr.

    as on 31 Dec 2021
  • 2.09%

  • 03 Oct 2002

  • Equity - Mid Cap Fund

  • Nifty 50

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds
  • Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Aditya Birla Sun Life Midcap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 03 Oct 2002. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Equity funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 456.810 as on 03 Oct 2022.

This fund has 20 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.09%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

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

List of Fund Managers of Aditya Birla Sun Life Midcap Fund

  • About Anil Shah

    Picture of Anil ShahAnil Shah is a Senior Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC). He brings with him close to three decades of rich professional experience in Indian equity markets. As a Senior Fund Manager, Anil executes and regularly reviews the investment strategy for Equity portfolios. Prior to joining ABSLAMC in 2012, Anil was a part of RBS Equities (India) Limited (formerly known as ABN AMRO Asia Equities (India) Limited) for around 15 years.He is a CA and Cost Accountant by qualification.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.69% 20.51% 13.27% 26.13% 41.90% 37.39% 19.47% 19.67% 24.78% 33.37% 35.31% 26.93% 19.44%
Category Average -2.20% 12.27% 2.42% 3.61% 31.46% 23.90% 13.02% 16.96% 6.02% 16.95% 24.55% 18.33% 16.65%
Aditya Birla Sun Life Midcap Fund -3.05%₹ 9,695 9.09%₹ 10,909 -1.50%₹ 9,850 -0.45%₹ 9,954 -1.17%₹ 11,924 30.37%₹ 17,021 15.02%₹ 27,848 20.45%₹ 17,483 22.68%₹ 50,103 8.37%₹ 14,952 15.07%₹ 87,485 15.02%₹ 40,540 14.22%₹ 2,52,270
Kotak Emerging Equity Fund -2.35%₹ 9,764 14.14%₹ 11,413 4.14%₹ 10,413 6.34%₹ 10,633 9.42%₹ 12,603 34.79%₹ 18,199 19.64%₹ 29,073 26.05%₹ 20,038 27.34%₹ 53,394 15.11%₹ 20,215 20.79%₹ 1,00,612 19.58%₹ 59,822 19.44%₹ 3,34,272
PGIM India Midcap Opportunities Fund -2.61%₹ 9,739 13.85%₹ 11,385 3.43%₹ 10,342 4.51%₹ 10,450 7.40%₹ 12,474 39.61%₹ 19,525 22.52%₹ 29,846 37.39%₹ 25,957 35.31%₹ 59,348 18.74%₹ 23,619 26.93%₹ 1,16,625 - -
Edelweiss Mid Cap Fund -2.78%₹ 9,721 14.69%₹ 11,469 3.42%₹ 10,342 3.92%₹ 10,392 7.80%₹ 12,500 34.43%₹ 18,101 18.91%₹ 28,878 26.44%₹ 20,225 27.42%₹ 53,448 14.89%₹ 20,023 20.38%₹ 99,635 - -
Axis Mid Cap Fund -2.31%₹ 9,769 12.32%₹ 11,231 0.07%₹ 10,007 -1.81%₹ 9,819 1.40%₹ 12,090 25.57%₹ 15,787 12.46%₹ 27,177 21.63%₹ 18,001 20.11%₹ 48,347 16.87%₹ 21,812 18.50%₹ 95,166 18.70%₹ 55,594 17.91%₹ 3,07,781
Nippon India Growth Fund -1.56%₹ 9,843 13.80%₹ 11,380 4.09%₹ 10,408 3.22%₹ 10,322 8.26%₹ 12,529 34.48%₹ 18,115 20.07%₹ 29,187 25.68%₹ 19,865 27.43%₹ 53,457 14.84%₹ 19,977 20.50%₹ 99,919 16.24%₹ 45,061 17.14%₹ 2,95,136

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Midcap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    97.09%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.86%

Top Sector Holdings of Aditya Birla Sun Life Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 11.14% ₹ 384.34 Cr.
Pharmaceuticals 6.81% ₹ 235.23 Cr.
Power 6.69% ₹ 230.87 Cr.
Chemicals - Speciality 6.51% ₹ 224.11 Cr.
NBFC 6.46% ₹ 222.75 Cr.
Others 62.39% -

Top Stock Holdings of Aditya Birla Sun Life Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 6.26% ₹ 216.04 Cr.
Tata Power Co. Ltd. 3.76% ₹ 129.81 Cr.
Mindtree Ltd. 3.44% ₹ 118.50 Cr.
K.P.R. Mill Ltd. 3.29% ₹ 113.41 Cr.
Gujarat Fluorochemicals Ltd. 3.20% ₹ 110.44 Cr.
Others 80.05% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.85%
Margin 0.14%
Cash and Bank 0.00%
Net Receivables -0.13%