Aditya Birla Sun Life MidCap Fund-Growth

2
Mid Cap NAV 568.8 0 29 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 October, 2002
Benchmark NIFTY Midcap 100
Asset Size(Cr) 3750.7553
Turn over 16%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 90 days
Expense Ratio 1.98
Fund Manager Anil Shah, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.63% 1.58% 2.37%
1 M 4.46% 4.02% 4.58%
3 M 3.62% 1.44% 3.22%
6 M -3.2% 0.35% -1.25%
1 Y -0.2% 7.25% 5.82%
2 Y 13.28% 12.49% 13.66%
3 Y 28.64% 23.79% 29.67%
5 Y 7.51% 12.46% 11.57%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.84 1.41 -2.01 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.6%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life MidCap Fund-Growth -0.2% 28.64% 7.51%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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