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: 1.88% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,970.2 Cr As on 29-08-2025(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.

783.39

20.85%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.59
Sharpe Ratio 0.76
Alpha -2.6
Beta 0.94
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 -2.25 17.75 18.59 23.98 13.49
Invesco India Midcap Fund - Growth Option 19-04-2007 10.43 29.61 26.84 27.58 18.17
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 7.44 24.26 24.25 - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 6.67 23.56 22.1 27.65 18.02
HDFC Mid Cap Fund - Growth Plan 25-06-2007 5.05 21.98 25.08 29.03 17.86
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 4.11 26.84 23.84 28.98 17.83
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 3.98 19.89 18.28 25.07 -
ICICI Prudential MidCap Fund - Growth 10-10-2004 3.98 24.22 21.22 25.99 15.44
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 3.75 21.71 - - -
HSBC Midcap Fund - Regular Growth 09-08-2004 3.72 25.35 24.24 23.93 16.16

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.88%

Others

2.01%

Others

1.17%

Large Cap

11.89%

Mid Cap

66.04%

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