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.
Expense ratio | 1.07% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹4913 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 16.15% |
Size breakup
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.82% | 7.82% |
6 Month Returns | 22.93% | 22.93% |
1 Year Returns | 51.92% | 51.92% |
3 Years Returns | 99.55% | 25.9% |
5 Years Returns | 146.83% | 19.81% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | -2.31 | -0.6 | -3.33 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | 0.89 | 0.87 | 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 | 2.75 | 1.2 | 0.66 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | 12.23 | 13.61 | 20.71 |