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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,007.6 Cr As on 30-09-2025(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.

802.44

20.92%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
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 15.48
Sharpe Ratio 0.8
Alpha -2.73
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 2.84 20.89 20.23 24.65 13.79
Invesco India Midcap Fund - Growth Option 19-04-2007 16.74 33.02 28.16 28.51 18.39
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.86 27.54 25.56 - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 10.62 28.39 22.71 27.04 16.02
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 9.13 22.29 20.95 26.44 -
HDFC Mid Cap Fund - Growth Plan 25-06-2007 8.87 25.21 26.47 29.84 18.14
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 8.34 23.62 - - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 7.29 24.6 22.8 27.37 18.12
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 7.06 27.08 24.68 27.15 15.41
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 6.93 29.01 25.22 29.42 18.16

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

20.97%

Others

0.92%

Large Cap

12.65%

Mid Cap

65.46%

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