Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl

What If You Invested in Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl

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 Reinvestment Inc Dist cum Cap Wdrl

Q: What are the average returns of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund ?

The return since inception of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl is 18.6%. The average returns of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl are Years Returns 1 yr 64.38% 3 yrs 20.66% 5 yrs 15.62%

Q: What is the current NAV of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

The NAV for the fund as on 28-Nov-2021 is 71.94

Q: How do I invest in Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund?

The expense ratio of this fund is 1.21 %

Q: What is the worth of total assets under management (AUM) of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund ?

The AUM for the fund as on 28-Nov-2021 is 3382 Cr

Q: What are the top holdings of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

The top holdings include Mphasis Ltd 6.09% Tata Power Co Ltd 3.72% Cholamandalam Investment and Finance Co Ltd 3.31% MindTree Ltd 3.29% Clearing Corporation Of India Limited 3.03%

Equity

Direct

Very High Risk

Mid-Cap

NAV: ₹ 71.94 as on 24-11-2021

About the Fund

Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl 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.

Key parameters

1) Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has a NAV of 71.94 as on 28-Nov-2021.

2) Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has 3382 Cr worth of assets under management (AUM) as on 28-Nov-2021 and is less than category average.

3) The fund has an expense ratio 1.21 %.

Fund Overview

Expense ratio	1.21%
	Benchmark	S&P BSE Midcap TR INR
AUM	₹3382 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹1000/₹0
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	24.13%

Fund Distribution

Equity 97%
Debt & Cash 3%

Size breakup

Mid cap

58.67%

Large cap

37.4%

Small cap

2.8%

Micro cap

1.13%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings4

Mphasis Ltd	6.1%
Tata Power Co Ltd	3.7%
Cholamandalam Investment and Finance Co Ltd	3.3%
MindTree Ltd	3.3%
Clearing Corporation Of India Limited	3%
Cholamandalam Financial Holdings Ltd	3%
Voltas Ltd	2.8%
Coromandel International Ltd	2.7%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 18.6% since inception which is less than its category average return of 19.24%

Fund Allocations

This fund has an allocation of 97% in Equity, 0% in Debt and 3% in Cash related instruments

AUM size ₹3382 Cr

This fund has AUM of ₹3382 Cr which is less than its category average of ₹ 4341 Cr

Expense Ratio 1.21%

This fund has an expense ratio of 1.21% which is less than its category average expense ratio of 1.57%

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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Frequently Asked Questions

What are the average returns of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund ?

What is the current NAV of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

How do I invest in Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

What is the expense ratio of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund?

What is the worth of total assets under management (AUM) of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund ?

What are the top holdings of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

What are the top sectors Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund has invested in?

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Mutual Funds watchlist

Financial Services	19.1%
Industrial	14.8%
Basic Materials	14.3%
Cyclical	13.5%
Tech	10.8%
Health	10.6%
Utilities	7.9%
Defensive	4.2%
Real Estate	2.5%
Communication	2.4%

Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl

NAV: ₹ 71.94 as on 24-11-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹3382 Cr

Expense Ratio 1.21%

AMC details

Similar Funds

What are the average returns of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund ?

What is the current NAV of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

How do I invest in Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

What is the expense ratio of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund?

What is the worth of total assets under management (AUM) of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl fund ?

What are the top holdings of Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund?

What are the top sectors Aditya Birla Sun Life Mid Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Fund has invested in?