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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
717.64 -0.83 (-0.12%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)5911.27
  • CAGR 10.73%
  • Exit Load1.00%
  • Expense ratio1.87%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date2002-10-03

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 February 2025

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

Risk & Volitility

  • Alpha -1.08%
  • Beta 0.90
  • Sharpe Ratio0.75
  • Std Deviation 14.86%
  • 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 5911.27 crores & has delivered CAGR of 19.82% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. 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 Fortis Healthcare, Torrent Power, Glenmark Pharmaceuticals & Gujarat Fluorochemicals.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Software & Programming, Regional Banks & Healthcare Facilities.

 

Some of the similar funds are Invesco India Mid Cap Fund Growth, Mahindra Manulife Mid Cap Fund Regular Growth, ICICI Prudential MidCap Fund Growth, Tata Mid Cap Growth Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth. Aditya Birla Sun Life Mid Cap Fund Growth has a sharpe ratio of 0.75 & a standard deviation of 14.86%.

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 Vishal Gajwani,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Mid Cap Fund Growth is 1.87%.
The 5 year annualized return on Aditya Birla Sun Life Mid Cap Fund Growth is 19.82% & it has generated 10.73% 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 5911.27 crores.
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