Aditya Birla Sun Life Mid Cap Fund Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Aditya Birla Sun Life Mid Cap Fund Growth

Aditya Birla Sun Life Mid Cap Fund Growth

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  • Equity
  • Mid-Cap
  • Rating 2
  • Plan
645.59 -1.46 (-0.23%) NAV as on 20 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4990.59
  • CAGR 43.35%
  • Exit Load1.00%
  • Expense ratio1.92%
  • CategoryEquity
  • Min Investment1000
  • Min SIP1000
  • Launch Date2002-10-03

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 February 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -1.08%
  • Beta 0.90
  • Sharpe Ratio1.38
  • Std Deviation 14.27%
  • Tracking Error 6.24%

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 Growth has an AUM of 4990.59 crores & has delivered CAGR of 20.26% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.92%. The minimum investment in Aditya Birla Sun Life Mid Cap Fund Growth is Rs 1000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Gujarat Fluorochemicals, Torrent Power, K P R Mill & Fortis Healthcare.

 

The major sectors where the fund is invested are Consumer Financial Services, Misc. Capital Goods, Regional Banks & Software & Programming.

 

Some of the similar funds are Quant Mid Cap Fund Growth, Edelweiss Mid Cap Fund Growth, ICICI Prudential MidCap Fund Growth, Invesco India Mid Cap Fund Growth, Aditya Birla Sun Life Mid Cap Fund Growth. Aditya Birla Sun Life Mid Cap Fund Growth has a sharpe ratio of 1.38 & a standard deviation of 14.27%.

FAQs about Aditya Birla Sun Life Mid Cap Fund Growth

According to the morning star rating Aditya Birla Sun Life Mid Cap Fund Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Mid Cap Fund Growth is managed by Harish Krishnan,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Mid Cap Fund Growth is 1.92%.
The 5 year annualized return on Aditya Birla Sun Life Mid Cap Fund Growth is 20.26% & it has generated 43.35% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Mid Cap Fund Growth is 1000 Rs.
Aditya Birla Sun Life Mid Cap Fund Growth has an AUM of 4990.59 crores.
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