Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW

Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW

  • Current NAV

    ₹55.73 0.23%

    24-05-2024
  • Annual Returns

    46.78%

  • Min. SIP ₹1000

    Min. Investment ₹1000

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Calculate SIP Returns of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

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Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.02% 1.4% 2.57%
1M 3.09% 6.29% 2.94%
3M 7.86% 9.83% 3.66%
6M 21.07% 25.14% 16.48%
1Y 46.78% 54.44% 26.61%
2Y 27.74% 34.42% 20.48%
3Y 22.88% 24.92% 16.23%
5Y 18.91% 24.03% 15.89%
ALL 18.77% 21.86% 14.14%

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Risk scale

Very High

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Fund Managers

Dhaval Joshi
Dhaval Joshi

Fund Manage - 55

Total AUM. - 361932Cr.

Harish Krishnan
Harish Krishnan

Fund Manage - 4

Total AUM. - 26655Cr.

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Portfolio Analysis

Equity98.68% Others1.28%

Market Cap

Top 5 Sectors

Financial

Capital Goods

Healthcare

Services

Automobile

Top 5 Companies

Torrent Power Ltd.

K.P.R. Mill Ltd.

Gujarat Fluorochemicals Ltd.

Fortis Healthcare Ltd.

Coromandel International Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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Top Fund's Comparisions

HDFC Small Cap Fund - Growth Option

3Y Returns27.81%

AUM 26837Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns31.21%

AUM 13231Cr.

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns33.76%

AUM 43816Cr.

VS

Quant Small Cap Fund-Growth

Returns34.16%

AUM 13002Cr.

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ITI Small Cap Fund Regular - Growth

3Y Returns21.95%

AUM 1840Cr.

VS

Bandhan Small Cap Fund - Regular Plan - Growth

Returns28.05%

AUM 3880Cr.

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Tata Small Cap Fund-Regular Plan-Growth

3Y Returns28.09%

AUM 5819Cr.

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Axis Small Cap Fund - Regular Plan - Growth

Returns23.63%

AUM 18616Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for long-term, high wealth creation, catering to investors seeking substantial growth.
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders.
  • Suitability Duration of this fundDuration
  • A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.

Frequently Asked Questions

What is the current NAV of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW as of 24-05-2024 is 55.73.

What is the expense ratio of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

Aditya Birla Sun Life performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW is Rs 4944.48 Crs.

Is Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Capital Goods, Healthcare, Services, Automobile.

How to start online SIP in Aditya Birla Sun Life Midcap Fund -REGULAR - IDCWs?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW?

Redeeming your investments in Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Harish Krishnan, Dhaval Joshi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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