• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Mid Cap Fund (Growth)

Formerly Birla Sun Life Mid Cap A Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mid Cap Fund (Growth)

EquityMid Cap

756.9

NAV (Jun 18)

21.6%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Neutral

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

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

756.9

NAV (Jun 18)

Fund Returns

Last 1Y
50.2%
Last 3Y
24.6%
Last 5Y
22.1%
Last 10Y
16.7%
Since Inception
22%
6 Month CAGR
22.7%

Scheme Information

Investment 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.

Expense Ratio
1.91
Launched (22y ago)
Oct 03, 2002
AUM in Crores
5342.470
ISIN
INF209K01363
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
20.8
Beta (3yr)
0.88
Beta (5yr)
0.92
Sharpe Ratio (3yr)
1.146
Sharpe Ratio (5yr)
0.707
YTM
0
Fund Managers

Harish Krishnan

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Mid Cap Fund (Growth)70%12,71,086 5,38,47421.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-18

Top Stock Holdings

torrent power ltd

3.7%
3.7%

coromandel international ltd

2.9%
2.9%

fortis healthcare ltd

2.9%
2.9%

k.p.r. mill ltd

2.7%
2.7%

phoenix mills ltd

2.6%
2.6%
See all holdings

Allocation by Sector

financial services

18.3%
18.3%

industrials

18.3%
18.3%

consumer cyclical

17.9%
17.9%

basic materials

16%
16%

healthcare

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,375 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Mid Cap Fund (G) Review

Aditya Birla Sun Life Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 22% over a period of 21 years. The fund was previously known as Birla Sun Life Mid Cap A Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Harish Krishnan.

Nav of Aditya Birla Sun Life Mid Cap Fund (G) as of 6/18/2024 is ₹756.90 with the total AUM as of 6/19/2024 is ₹5342.47. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Mid Cap Fund (G) was launched on Oct 03, 2002. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.

Aditya Birla Sun Life Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 51.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Mid Cap Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Mid Cap Fund (G)?

Aditya Birla Sun Life Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Mid Cap Fund (G)?

You can invest in Aditya Birla Sun Life Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Mid Cap Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Mid Cap Fund (G) is a Neutral fund. You can investAditya Birla Sun Life Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Mid Cap Fund (G)?

The expense ratio of the Aditya Birla Sun Life Mid Cap Fund (G) is 1.91% for regular plan.