• 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

436.37

NAV (Jan 27)

5.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Poor

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

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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

436.37

NAV (Jan 27)

Fund Returns

Last 1Y

-4.7%

Last 3Y

14.2%

Last 5Y

5.6%

Last 10Y

14.1%

Since Inception

20.4%

6 Month CAGR

-2.4%

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

2.06

Launched (21y ago)

Oct 03, 2002

AUM in Crores

3481.438

ISIN

INF209K01363

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.5

Standard Deviation (5yr)

21.9

Beta (3yr)

0.93

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.639

Sharpe Ratio (5yr)

0.148

YTM

0

Fund Managers

Anil Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Mid Cap Fund (Growth)70%838,183 105,5715.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Stock Holdings

gujarat fluorochemicals ltd ordinary shares

4.1%
4.1%

cholamandalam investment and finance co ltd

3.4%
3.4%

the federal bank ltd

3.2%
3.2%

mphasis ltd

3.1%
3.1%

coromandel international ltd

3%
3%
See all holdings

Allocation by Sector

financial services

19.6%
19.6%

basic materials

17.6%
17.6%

consumer cyclical

16.7%
16.7%

industrials

16.3%
16.3%

healthcare

9.3%
9.3%
See all sectors

Compare Aditya Birla Sun Life Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 232,204 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.5%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    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 20.4% over a period of 20 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 manager’s name is Anil Shah.

    Nav of Aditya Birla Sun Life Mid Cap Fund (G) as of 1/27/2023 is ₹436.37 with the total AUM as of 1/29/2023 is ₹3481.438. 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 IISL Nifty Midcap 150 TR INR.

    Aditya Birla Sun Life Mid Cap Fund (G) is rated as a 1 fund in Equity and delivered -4.7% 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 Not Recommended 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 2.06% for regular plan.