MyWealthGrowth.com logo
HomeMutual Funds

Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.47

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,400 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

  • ₹ 445.160

    as on 31 Jan 2023
  • 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 ₹ 445.160 as on 31 Jan 2023.

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 -0.70% 1.24% 9.42% 26.13% 41.90% 31.50% 18.20% 18.53% 15.72% 19.60% 31.05% 25.72% 18.29%
Category Average -2.16% -3.23% 2.25% 2.17% 21.09% 19.36% 11.05% 16.35% 3.50% 7.87% 19.68% 16.94% 15.68%
Aditya Birla Sun Life Midcap Fund -1.43%₹ 9,857 -4.37%₹ 9,562 -2.14%₹ 9,785 -5.80%₹ 9,419 -4.28%₹ 11,719 18.95%₹ 14,161 4.04%₹ 25,019 15.47%₹ 15,400 17.01%₹ 46,310 6.30%₹ 13,576 13.23%₹ 83,650 14.30%₹ 38,070 12.85%₹ 2,34,584
Kotak Emerging Equity Fund -2.23%₹ 9,776 -2.10%₹ 9,790 2.40%₹ 10,239 3.70%₹ 10,369 4.79%₹ 12,310 22.09%₹ 14,922 9.35%₹ 26,382 19.96%₹ 17,271 21.91%₹ 49,605 12.84%₹ 18,304 19.05%₹ 96,518 18.52%₹ 54,755 18.29%₹ 3,14,250
PGIM India Midcap Opportunities Fund -2.40%₹ 9,759 -5.01%₹ 9,499 -0.81%₹ 9,918 -2.40%₹ 9,759 -0.31%₹ 11,980 24.14%₹ 15,428 7.77%₹ 25,973 29.70%₹ 21,832 25.19%₹ 51,895 16.04%₹ 21,045 23.74%₹ 1,08,147 - -
Edelweiss Mid Cap Fund -2.32%₹ 9,767 -4.35%₹ 9,564 2.13%₹ 10,213 1.96%₹ 10,195 3.26%₹ 12,212 21.55%₹ 14,791 8.11%₹ 26,062 21.29%₹ 17,851 21.51%₹ 49,332 11.10%₹ 16,928 18.55%₹ 95,348 - -
Axis Mid Cap Fund -2.51%₹ 9,748 -5.35%₹ 9,465 -2.32%₹ 9,767 -4.44%₹ 9,556 -4.16%₹ 11,727 14.98%₹ 13,229 1.77%₹ 24,444 16.02%₹ 15,621 13.16%₹ 43,821 14.23%₹ 19,453 14.98%₹ 87,353 16.97%₹ 48,000 16.15%₹ 2,80,006
Nippon India Growth Fund -1.55%₹ 9,845 -1.80%₹ 9,819 4.84%₹ 10,483 3.69%₹ 10,368 6.52%₹ 12,421 22.91%₹ 15,124 10.90%₹ 26,785 20.83%₹ 17,649 22.86%₹ 50,264 12.56%₹ 18,072 19.27%₹ 97,044 15.62%₹ 42,738 16.39%₹ 2,83,644

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Midcap Fund as on 01 Feb 2023 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%