Overview (as on 20 Apr 2021)

NAV

₹33.21

1y returns

62.672%

Fund AUM

₹2,697 Cr

Expense Ratio

2%

Min SIP

₹1,000

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
22.43%
Industrials
14.81%
Basic Materials
14.18%
Health
12.93%
Tech
9.64%
Utilities
8.40%
Consumer
7.10%
Defensive
4.86%
Communication
3.17%
Real Estate
2.49%
Size Breakup
Mid Cap
74.00%
Large Cap
17.42%
Small Cap
8.58%

Key Metrics

Beta 

0.88

Std deviation 

21.72%

Sharpe Ratio 

0.33

Holdings

Fund Details

Investment Objectives
"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 Payout Inc Dist cum Cap Wdrl
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
03 October, 2002
Fund Manager
Jayesh Gandhi
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
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

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Aditya Birla Sun Life Mid Cap Fund Payout Inc D...

NAV

₹33.21

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 Managers

Jayesh Gandhi
Jayesh Gandhi

leader

Qualifications
C.A., C.F.A., Master of International Management
Work Experience
"Jayesh joined Morgan Stanley Investment Management Private Limited as part of the Investment Team in August 2007. Prior to joining Morgan Stanley, he worked with Birla Sun Life Asset Management Company Ltd from September 2004 to July 2007 and was the designated Fund Manager of certain equity funds. He worked with Zacks Investment Research, Chicago, USA, Think Values, Salt Lake City, USA, J V Gokal Finance & Investments Private Limited, J M Shares and Stock Brokers and Dalal Street Communication. He has over 12 years of experience in investment management and equity research"
Anil Shah
Anil Shah

leader

Work Experience
"null"

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