Aditya Birla Sun Life Mid Cap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹6,290.41 Cr
Expense Ratio
1.56%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
3 Oct 2002
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.24% | -- |
| 3 Months | +6.82% | -- |
| 6 Months | -0.22% | -- |
| 1 Year | -0.65% | -0.65% |
| 2 Years | -- | +4.06% |
| 3 Years | +61.59% | +17.35% |
| 5 Years | +99.14% | +14.77% |
| Since Launch | +7791.3% | +20.25% |
Holdings as on 12 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Thermax | 204.69 | 3.25 |
| AU Small Finance Bank | 204.33 | 3.25 |
| Federal Bank | 202.12 | 3.21 |
| Max Financial Services | 194.34 | 3.09 |
| Torrent Power | 190.96 | 3.04 |
| JK Cement Ltd | 181.32 | 2.88 |
| APL Apollo Tubes Ltd | 166.33 | 2.64 |
| Dixon Technologies (India) | 141.00 | 2.24 |
| K.P.R. Mill Limited | 140.49 | 2.23 |
| Navin Fluorine International | 139.51 | 2.22 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.69
Sharpe Ratio
18.16%
Std. Deviation
6.24%
Tracking Error
-1.08%
Alpha
0.90
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential MidCap Fund Growth | +7.68% | +23.32% | +17.26% |
| Tata Mid Cap Fund Regular Growth | +0.91% | +17.07% | +15.01% |
| Aditya Birla Sun Life Mid Cap Fund Growth | -0.65% | +17.35% | +14.77% |
| Quant Mid Cap Fund Growth | -4.25% | +15.63% | +15.56% |
| WhiteOak Capital Mid Cap Fund Regular Growth | +5.53% | +22.61% | -- |
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 Growth has an AUM of 6290.41 crores & has delivered CAGR of 14.77 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.56%. 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 fund has a present cash holding of %. The top holdings of the fund include Thermax, AU Small Finance Bank, Federal Bank, Max Financial Services.
The major sectors where the fund is invested are Software & Programming, Regional Banks, Consumer Financial Services, Chemical Manufacturing.
Some of the similar funds are ICICI Prudential MidCap Fund Growth, Tata Mid Cap Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth, Quant Mid Cap Fund Growth, WhiteOak Capital Mid Cap Fund Regular Growth. Aditya Birla Sun Life Mid Cap Fund Growth has a sharpe ratio of 0.69 & a standard deviation of 18.16%.
FAQs
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 Vishal Gajwani.
The expense ratio of Aditya Birla Sun Life Mid Cap Fund Growth is 1.56%.
The 5 year annualized return on Aditya Birla Sun Life Mid Cap Fund Growth is 14.77% & it has generated -0.65% 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 6290.41 crores.
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