Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

What If You Invested

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

Name: Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
Brand: Aditya Birla Sun Life
SKU: F00000PDQ2
Price: 510.17 INR
Availability: InStock
Rating: 2 (5 reviews)

Equity

Direct

Very High Risk

Mid-Cap

NAV: ₹ 510.17 as on 26-10-2021

Fund Overview

Expense ratio	1.21%
Benchmark	S&P BSE Midcap TR INR
AUM	₹3337 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹1000/₹1000
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	24.13%

Fund Distribution

Equity 97.4%
Debt & Cash 2.6%

Size breakup

Mid cap

61.43%

Large cap

34.75%

Small cap

2.89%

Micro cap

0.93%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings77

Equity Holdings73

Debt Holdings4

Mphasis Ltd	5.9%
Tata Power Co Ltd	3.9%
MindTree Ltd	3.1%
Cholamandalam Financial Holdings Ltd	3%
Voltas Ltd	2.9%
Coromandel International Ltd	2.8%
Cholamandalam Investment and Finance Co Ltd	2.8%
Gujarat Fluorochemicals Ltd Ordinary Shares	2.8%

See all

Fund Highlights

Fund Manager

Anil Shah

About the fund

This fund has delivered an average annual returns of 17.85% since inception which is less than its category average return of 21.21%

Fund Allocations

This fund has an allocation of 97.4% in Equity, 0% in Debt and 2.6% in Cash related instruments

AUM size ₹3337 Cr

This fund has AUM of ₹3337 Cr which is less than its category average of ₹ 4880 Cr

Expense Ratio 1.21%

This fund has an expense ratio of 1.21% which is less than its category average expense ratio of 1.51%

AMC details

Fund House

Aditya Birla Sun Life AMC Ltd

connect@birlasunlife.com

Phone

+912243568000

Address

Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

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US stocks watchlist

Financial Services	18%
Industrial	15.8%
Basic Materials	14.8%
Cyclical	12.5%
Health	10.7%
Tech	10.4%
Utilities	8.1%
Defensive	4.4%
Communication	2.8%
Real Estate	2.5%