Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹6,722.78 Cr
Expense Ratio
0.87%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.18% | -- |
| 3 Months | +7.9% | -- |
| 6 Months | +12.25% | -- |
| 1 Year | +11.09% | +11.09% |
| 2 Years | -- | +4.34% |
| 3 Years | +57.74% | +16.41% |
| 5 Years | +100.78% | +14.96% |
| Since Launch | +706.82% | +16.5% |
Holdings as on 6 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Federal Bank | 252.76 | 3.76 |
| AU Small Finance Bank | 203.27 | 3.02 |
| Billionbrains Garage Ventures | 198.72 | 2.96 |
| Thermax | 186.97 | 2.78 |
| JK Cement Ltd | 186.70 | 2.78 |
| Max Financial Services | 172.57 | 2.57 |
| Ajanta Pharma | 164.25 | 2.44 |
| APL Apollo Tubes Ltd | 163.96 | 2.44 |
| Torrent Power | 155.47 | 2.31 |
| Navin Fluorine International | 154.77 | 2.30 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.63
Sharpe Ratio
17.90%
Std. Deviation
6.23%
Tracking Error
-0.17%
Alpha
0.90
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential MidCap Fund Direct Plan Growth | +18.28% | +22.9% | +18.49% |
| Mahindra Manulife Mid Cap Fund Direct Growth | +14.68% | +19.67% | +19.12% |
| Tata Mid Cap Fund Direct Plan Growth | +9.83% | +15.91% | +15.5% |
| Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | +11.09% | +16.41% | +14.96% |
| WhiteOak Capital Mid Cap Fund Direct Growth | +16.89% | +23.25% | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.
The Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has an AUM of 6722.78 crores & has delivered CAGR of 14.96 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.87%. The minimum investment in Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Federal Bank, AU Small Finance Bank, Billionbrains Garage Ventures, Thermax.
The major sectors where the fund is invested are Software & Programming, Regional Banks, Consumer Financial Services, Biotechnology & Drugs.
Some of the similar funds are ICICI Prudential MidCap Fund Direct Plan Growth, Mahindra Manulife Mid Cap Fund Direct Growth, Tata Mid Cap Fund Direct Plan Growth, Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth, WhiteOak Capital Mid Cap Fund Direct Growth. Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has a sharpe ratio of 0.63 & a standard deviation of 17.90%.
FAQs
According to the morning star rating Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is managed by Vishal Gajwani.
The expense ratio of Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is 0.87%.
The 5 year annualized return on Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is 14.96% & it has generated 11.09% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth is 1000 Rs.
Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth has an AUM of 6722.78 crores.
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