Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

₹ 806.13

NAV (May 02)

28.623%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Scheme Information

Investment Objective

The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.

Expense Ratio
1.14 %
Launched
-
AUM in Crores
5502.1
ISIN
INF209K01Q30
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16.2
Beta
0.9
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Torrent Power Ltd.

3.56%
3.56%

Coromandel International Ltd.

3.18%
3.182%

Cholamandalam Financial Holdings Ltd.

2.86%
2.855%

Glenmark Pharmaceuticals Ltd.

2.74%
2.735%

Fortis Healthcare Ltd.

2.71%
2.711%
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Allocation by Sector

Financial

20.13%
20.129957%

Healthcare

12.4%
12.396627%

Metals & Mining

9.21%
9.208697%

Services

7.54%
7.537993%

Technology

6.86%
6.8567%
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Frequently Asked Questions

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