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Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.72

as on 23 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,923 today.

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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

  • ₹ 462.840

    as on 23 Sep 2021
  • Regular - Growth

  • 17 / 25

  • ₹ 1,000

  • ₹ 3,000 Cr.

    as on 23 Sep 2021
  • 2.15%

    since 31 May 2021
  • 03 Oct 2002

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 462.840 as on 23 Sep 2021.

This fund has 18 years of track record. Since 31 May 2021 expense ratio of this fund is 2.15%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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 Moderately 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 13.05% 20.64% 37.98% 96.74% 56.66% 31.90% 21.27% 21.67% 93.88% 79.09% 55.46% 32.21% 22.59%
Category Average 9.73% 14.38% 27.96% 74.69% 34.60% 21.32% 16.04% 18.53% 70.69% 55.12% 38.10% 23.22% 19.75%
Aditya Birla Sun Life Midcap Fund 9.51%₹ 10,950 17.37%₹ 11,736 32.39%₹ 13,239 76.95%₹ 17,694 78.02%₹ 16,621 29.64%₹ 16,817 55.41%₹ 39,237 16.72%₹ 15,923 35.54%₹ 59,559 12.42%₹ 17,963 19.75%₹ 98,137 16.63%₹ 46,619 17.64%₹ 3,03,312
DSP Midcap Fund 8.13%₹ 10,812 9.80%₹ 10,980 23.64%₹ 12,363 54.73%₹ 15,472 52.34%₹ 15,180 30.59%₹ 17,066 44.30%₹ 35,963 20.74%₹ 17,628 33.11%₹ 57,695 15.81%₹ 20,836 21.27%₹ 1,01,831 18.77%₹ 55,940 20.28%₹ 3,49,844
Axis Mid Cap Fund 9.34%₹ 10,933 16.96%₹ 11,696 29.20%₹ 12,919 70.23%₹ 17,022 70.43%₹ 16,202 35.45%₹ 18,361 52.92%₹ 38,494 25.22%₹ 19,672 39.55%₹ 62,732 21.27%₹ 26,239 27.74%₹ 1,18,941 21.67%₹ 71,195 22.59%₹ 3,96,417
Invesco India Midcap Fund 10.12%₹ 11,011 14.80%₹ 11,479 25.30%₹ 12,529 65.64%₹ 16,563 62.98%₹ 15,784 34.60%₹ 18,130 50.49%₹ 37,774 21.64%₹ 18,028 36.28%₹ 60,142 17.70%₹ 22,596 23.64%₹ 1,07,825 19.75%₹ 60,737 20.89%₹ 3,61,631
Kotak Emerging Equity Fund 7.26%₹ 10,725 11.49%₹ 11,149 24.89%₹ 12,489 76.90%₹ 17,690 67.35%₹ 16,030 34.92%₹ 18,219 54.92%₹ 39,090 23.55%₹ 18,891 39.10%₹ 62,367 17.44%₹ 22,352 24.28%₹ 1,09,511 21.13%₹ 68,113 22.13%₹ 3,86,609
PGIM India Midcap Opportunities Fund 9.96%₹ 10,996 18.61%₹ 11,860 37.98%₹ 13,798 96.74%₹ 19,673 93.88%₹ 17,482 56.66%₹ 24,572 79.09%₹ 46,582 31.90%₹ 23,002 55.46%₹ 76,407 20.13%₹ 25,032 32.21%₹ 1,32,232 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Midcap Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    96.53%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.48%

Top Sector Holdings of Aditya Birla Sun Life Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 8.98% ₹ 269.28 Cr.
Pharmaceuticals 8.01% ₹ 240.55 Cr.
Nbfc 7.05% ₹ 211.64 Cr.
Banks 6.70% ₹ 200.90 Cr.
Power 6.12% ₹ 183.67 Cr.
Others 63.14% -

Top Stock Holdings of Aditya Birla Sun Life Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 5.16% ₹ 154.73 Cr.
Coromandel International Ltd. 3.51% ₹ 105.20 Cr.
Tata Power Co. Ltd. 3.32% ₹ 99.70 Cr.
Cholamandalam Financial Holdings Ltd. 3.20% ₹ 95.93 Cr.
Max Financial Services Ltd. 3.09% ₹ 92.79 Cr.
Others 81.72% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.06%
Net Receivables 0.25%
Margin 0.17%
Cash and Bank 0.00%