- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Mid Cap Fund (Growth)
Formerly Birla Sun Life Mid Cap A Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 592.2
NAV (Dec 1)
Fund Returns
Last 1Y | 25.9% |
Last 3Y | 25.4% |
Last 5Y | 15.9% |
Last 10Y | 18.1% |
Since Inception | 21.2% |
6 Month CAGR | 22% |
Scheme Information
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 | 1.95 |
Launched (21y ago) | Oct 03, 2002 |
AUM in Crores | 4252.011 |
ISIN | INF209K01363 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15 |
Standard Deviation (5yr) | 20.9 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 1.35 |
Sharpe Ratio (5yr) | 0.528 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Fund (Growth) | 10,90,046 | 3,57,434 | 15.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
clearing corporation of india limited
3.8%cholamandalam financial holdings ltd
3.1%gujarat fluorochemicals ltd ordinary shares
3%coromandel international ltd
2.9%k.p.r. mill ltd
2.8%Allocation by Sector
financial services
19.5%industrials
17.6%consumer cyclical
16.7%basic materials
16%healthcare
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4% | ||
5.2% | 7.4% | ||
5.3% | 6.8% | ||
5.2% | 7.3% | ||
5.3% | 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 21.2% 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 12/1/2023 is ₹592.20 with the total AUM as of 12/2/2023 is ₹4252.011. 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 2 fund in Equity and delivered 25.9% 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)?
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 1.95% for regular plan.