Aditya Birla Sun Life MidCap Fund-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-10-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.92% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,912.51 Cr As on (31-03-2024) |
| Turn over: 23% | Exit Load: 1% for redemption within 90 days |
683.25
4.04 (0.5913%)
21.62%
Benchmark: 17.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 1 Months
2 Years 10 Months
3 Years 3 Months
5 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.6 |
| Sharpe Ratio | 1.15 |
| Alpha | -1.66 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 53.34 | 21.23 | 25.07 | 19.02 | 17.9 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 74.46 | 34.38 | 36.78 | 32.4 | 20.65 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 70.05 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 68.46 | 33.16 | 24.66 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 65.4 | 29.95 | 29.48 | 25.73 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 64.46 | 32.98 | 37.62 | 26.99 | 22.63 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.73 | 29.98 | 30.6 | 25.29 | 20.48 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.62 | 27.89 | 23.34 | 20.02 | 20.54 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 58.07 | 26.91 | 25.53 | 22.84 | 20.9 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.76 | 32.12 | 30.01 | 24.09 | 21.16 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.55%
Others
1.71%
Large Cap
13.32%
Mid Cap
66.44%
