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Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.25

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,649 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

  • ₹ 600.390

    as on 08 Dec 2023
  • Regular - Growth

  • 17 / 25

  • ₹ 1,000

  • ₹ 3,526 Cr.

    as on 31 May 2023
  • 1.82%

  • 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 90 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 ₹ 600.390 as on 08 Dec 2023.

This fund has 21 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.82%. 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 10.11% 10.39% 30.79% 37.20% 41.90% 35.06% 26.93% 22.72% 58.78% 37.09% 32.14% 32.65% 21.39%
Category Average 6.77% 5.93% 22.63% 28.03% 17.36% 26.05% 20.71% 19.42% 44.76% 27.95% 23.48% 25.13% 18.03%
Aditya Birla Sun Life Midcap Fund 6.32%₹ 10,631 4.88%₹ 10,487 22.62%₹ 12,262 27.67%₹ 12,766 42.91%₹ 14,633 12.14%₹ 12,575 24.43%₹ 30,371 25.25%₹ 19,649 21.28%₹ 49,145 16.94%₹ 21,883 22.42%₹ 1,04,667 18.18%₹ 53,259 15.54%₹ 2,70,778
Kotak Emerging Equity Fund 4.95%₹ 10,494 4.63%₹ 10,462 19.95%₹ 11,994 24.68%₹ 12,468 36.97%₹ 14,284 15.80%₹ 13,409 24.92%₹ 30,504 26.29%₹ 20,141 22.04%₹ 49,666 22.21%₹ 27,295 25.31%₹ 1,12,189 22.72%₹ 77,645 19.56%₹ 3,36,451
SBI Magnum Mid Cap Fund 5.53%₹ 10,552 3.78%₹ 10,378 15.99%₹ 11,598 26.79%₹ 12,678 36.51%₹ 14,257 16.05%₹ 13,466 24.77%₹ 30,465 28.29%₹ 21,113 23.09%₹ 50,389 22.55%₹ 27,670 26.89%₹ 1,16,535 20.46%₹ 64,481 18.23%₹ 3,13,145
Nippon India Growth Fund 9.31%₹ 10,931 9.72%₹ 10,971 30.79%₹ 13,078 37.20%₹ 13,719 58.78%₹ 15,546 22.47%₹ 14,998 36.37%₹ 33,680 31.43%₹ 22,701 29.95%₹ 55,303 24.40%₹ 29,833 29.65%₹ 1,24,407 20.57%₹ 65,058 20.41%₹ 3,52,123
PGIM India Midcap Opportunities Fund 5.58%₹ 10,558 3.83%₹ 10,382 14.58%₹ 11,457 13.70%₹ 11,369 26.73%₹ 13,672 9.43%₹ 11,974 16.57%₹ 28,262 25.35%₹ 19,695 16.97%₹ 46,257 24.78%₹ 30,292 26.46%₹ 1,15,319 17.85%₹ 51,748 18.48%₹ 3,17,303
Motilal Oswal Midcap 30 Fund 7.85%₹ 10,784 7.41%₹ 10,741 22.82%₹ 12,282 31.71%₹ 13,171 50.34%₹ 15,064 24.23%₹ 15,431 34.30%₹ 33,096 35.06%₹ 24,637 32.14%₹ 56,934 24.58%₹ 30,039 30.43%₹ 1,26,734 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Midcap Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    97.89%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.14%

Top Sector Holdings of Aditya Birla Sun Life Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 9.22% ₹ 354.34 Cr.
NBFC 6.96% ₹ 260.86 Cr.
Chemicals - Speciality 6.79% ₹ 254.22 Cr.
Pharmaceuticals 4.36% ₹ 205.63 Cr.
Castings/Forgings 5.21% ₹ 195.15 Cr.
Others 67.46% -

Top Stock Holdings of Aditya Birla Sun Life Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
Gujarat Fluorochemicals Ltd. 4.16% ₹ 155.86 Cr.
AIA Engineering Ltd. 3.52% ₹ 131.85 Cr.
Coromandel International Ltd. 2.99% ₹ 112.09 Cr.
Au Small Finance Bank Ltd. 2.98% ₹ 111.80 Cr.
Cholamandalam Investment & Finance Co. Ltd. 2.91% ₹ 109.03 Cr.
Others 83.44% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.11%
Margin 0.13%
Cash and Bank 0.00%
Net Receivables -0.10%