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: 1.9% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,645.72 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 20% | Exit Load: For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil. |
794.91
8.49 (1.068%)
21.26%
Benchmark: 17.88%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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 investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.68 |
| Sharpe Ratio | 0.64 |
| Alpha | -3.83 |
| Beta | 0.92 |
| 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 | 10.72 | 27.54 | 22.63 | 28.96 | 14.49 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.7 | 35.79 | 30.97 | 31.16 | 18.18 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.51 | 33.94 | 30.03 | 34.2 | 18.52 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.32 | 32.16 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.65 | 33.75 | 34.07 | 37.15 | 17.99 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.78 | 33.53 | 29.91 | 34.09 | 18.51 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.66 | 32.76 | 28.88 | 29.99 | 15.81 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.45 | 30.55 | 31.03 | 33.61 | 18.23 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.43 | 27.27 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.09 | 30.2 | 28.32 | 28.18 | 15.74 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.72%
Others
2.41%
Large Cap
11.49%
Mid Cap
68.22%
