Overview (as on 18 Sep 2020)

NAV

₹27.74

1y returns

4.974%

Fund AUM

₹2,284 Cr

Expense Ratio

2.22%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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₹0
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Asset Allocation

Sector Allocation
Financial Services
18.49%
Basic Materials
17.97%
Health
17.63%
Industrials
15.20%
Utilities
8.27%
Consumer
8.23%
Tech
5.91%
Defensive
4.26%
Communication
2.02%
Real Estate
1.22%
Energy
0.79%
Size Breakup
Mid Cap
72.11%
Small Cap
15.14%
Large Cap
12.76%

Key Metrics

Beta 

0.91

Std deviation 

22.16%

Sharpe Ratio 

-0.0

Top 10 Holdings

Fund Details

Investment Objectives
b"The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in Mid-Cap Stocks."
Scheme Name
Aditya Birla Sun Life Mid Cap Fund Dividend Payout
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
03 October, 2002
Fund Manager
Anil Shah
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
NA
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

Peer Funds

Aditya Birla Sun Life Mid Cap Fund Dividend Payout

NAV

₹27.74

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Anil Shah
Anil Shah

Manager

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