Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
NAV: ₹ 493.3 as on 08-02-2023
Fund Insights
In the last 1 year, HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option has given 13.65% return, outperforming this fund by 15.47%
In the last 3 years, Quant Mid Cap Fund Growth Option Direct Plan has given 33.58% return, outperforming this fund by 16.83% per annum
In the last 5 years, Quant Mid Cap Fund Growth Option Direct Plan has given 20.18% return, outperforming this fund by 11.78% per annum
Over the last 6 months, this fund has decreased expense ratio by 0.8% moving from 1.20 to 1.19
This fund expense ratio is slightly on the lower side within the category (mid-cap). Its expense ratio is 1.19% which is lower than the category average expense ratio of 1.32%
INDmoney Rank
Fund Performance as on (19-Jan-23)
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Anil Shah. The fund could potentially beat inflation in the long-run.
1) Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has a NAV of ₹493.31 as on 08-02-2023.
2) Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has ₹3481 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.19 %.
Fund Overview
Expense ratio | 1.19% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹3481 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹1000 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 19% |
Fund Distribution as on (31-Dec-22)
Sector Allocation
Financial Services
Basic Materials
Consumer Cyclical
Industrial
Health
Tech
Utilities
Consumer Defensive
Real Estate
Communication
Top Holdings as on (31-Dec-22)
What changed
Change in AUM
Fund Returns vs Benchmark
Concentration Analysis as on (31-Dec-22)
Winners & Losers as on (31-Dec-22)
Top Growth Drivers | 1M Return |
|---|---|
K E C International Ltd | 18.5% |
Mahindra & Mahindra Financial Services Ltd | 6.5% |
Federal Bank Ltd | 4.8% |
Peer Analysis
Fund Manager
Anil Shah
Top funds managed
AMC details
Fund Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹3481 Cr
Expense Ratio 1.19%
Frequently Asked Questions
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.21% | -0.21% |
6 Month Returns | -2.77% | -2.77% |
1 Year Returns | -4.56% | -4.56% |
3 Years Returns | 57.17% | 16.27% |
5 Years Returns | 49.64% | 8.39% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | -8.33 | -3.06 | -3.32 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | 0.8 | 0.92 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | -0.61 | 0.59 | 0.21 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | 14.95 | 24.53 | 21.83 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.