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Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.04

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,837 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

  • ₹ 424.670

    as on 24 May 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 ₹ 424.670 as on 24 May 2022.

This fund has 19 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 -3.84% 7.95% -0.90% 26.13% 55.73% 28.85% 19.01% 20.32% 7.62% 35.50% 36.45% 25.00% 18.74%
Category Average -8.45% -0.10% -9.81% 9.15% 41.71% 17.83% 12.28% 17.50% -7.10% 20.15% 22.19% 15.62% 16.04%
Aditya Birla Sun Life Midcap Fund -8.88%₹ 9,111 -0.75%₹ 9,924 -11.07%₹ 8,892 13.98%₹ 11,397 -5.86%₹ 11,618 45.09%₹ 21,094 22.65%₹ 29,870 14.04%₹ 14,837 22.22%₹ 49,769 8.58%₹ 15,097 13.48%₹ 84,109 15.99%₹ 44,121 14.11%₹ 2,50,749
Kotak Emerging Equity Fund -7.85%₹ 9,215 1.48%₹ 10,148 -7.41%₹ 9,258 10.41%₹ 11,041 -3.59%₹ 11,767 45.98%₹ 21,353 23.75%₹ 30,167 20.22%₹ 17,383 25.13%₹ 51,798 13.92%₹ 19,193 18.12%₹ 94,264 19.95%₹ 61,720 18.74%₹ 3,21,636
PGIM India Midcap Opportunities Fund -7.28%₹ 9,272 -1.04%₹ 9,895 -10.44%₹ 8,955 12.84%₹ 11,283 -6.15%₹ 11,599 55.73%₹ 24,311 28.70%₹ 31,515 28.85%₹ 21,404 34.55%₹ 58,740 16.44%₹ 21,416 23.98%₹ 1,08,633 - -
Edelweiss Mid Cap Fund -8.72%₹ 9,128 0.76%₹ 10,076 -10.33%₹ 8,967 7.62%₹ 10,761 -7.32%₹ 11,522 44.51%₹ 20,926 22.37%₹ 29,795 19.95%₹ 17,265 24.92%₹ 51,647 14.18%₹ 19,416 17.52%₹ 92,883 - -
Axis Mid Cap Fund -8.43%₹ 9,156 -2.36%₹ 9,764 -13.43%₹ 8,657 6.43%₹ 10,642 -11.76%₹ 11,225 32.32%₹ 17,536 14.35%₹ 27,666 18.94%₹ 16,833 18.86%₹ 47,491 17.07%₹ 22,000 16.93%₹ 91,543 19.83%₹ 61,103 17.51%₹ 3,01,105
Nippon India Growth Fund -8.13%₹ 9,186 0.28%₹ 10,027 -9.93%₹ 9,007 12.56%₹ 11,256 -5.04%₹ 11,672 46.31%₹ 21,450 23.19%₹ 30,017 18.28%₹ 16,556 24.24%₹ 51,168 14.14%₹ 19,381 17.51%₹ 92,851 16.55%₹ 46,295 16.05%₹ 2,78,220

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Midcap Fund as on 25 May 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%