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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 1
  • Plan
663.37 -1.71 (-0.26%) NAV as on 19 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4981.57
  • CAGR 48.24%
  • Exit Load1.00%
  • Expense ratio1.92%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2002-10-03

Morning Star Rating 1

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 April 2024

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

Risk & Volitility

  • Alpha -1.08%
  • Beta 0.90
  • Sharpe Ratio1.14
  • Std Deviation 13.60%
  • 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 4981.57 crores & has delivered CAGR of 18.16% 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 100.

 

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

 

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

 

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

 

Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Edelweiss Mid Cap Fund Growth, Tata Mid Cap Growth Fund Regular Growth, ICICI Prudential MidCap Fund Growth, Aditya Birla Sun Life Mid Cap Fund Growth. Aditya Birla Sun Life Mid Cap Fund Growth has a sharpe ratio of 1.14 & a standard deviation of 13.60%.

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 18.16% & it has generated 48.24% 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 4981.57 crores.
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