Aditya Birla Sun Life MidCap Fund-Growth
Category: Equity: Mid Cap
Launch Date: 05-10-2002
AUM:
₹ 5,303.06 Cr
Expense Ratio
1.91%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF209K01363
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Harish Krishnan, Dhaval Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life MidCap Fund-Growth | 44.62 | 23.29 | 19.92 |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
674.05
Last change
5.41 (0.8026%)
Fund Size (AUM)
₹ 5,303.06 Cr
Performance
21.49% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Fund Manager
Harish Krishnan, Dhaval Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Torrent Power Ltd. | 3.75 |
| K.P.R. Mill Ltd. | 2.96 |
| Gujarat Fluorochemicals Ltd. | 2.88 |
| Fortis Healthcare Ltd. | 2.72 |
| Coromandel International Ltd. | 2.66 |
| The Phoenix Mills Ltd. | 2.62 |
| Cholamandalam Financial Holdings Ltd. | 2.33 |
| AU Small Finance Bank Ltd. | 2.33 |
| Cummins India Ltd. | 2.32 |
| The Federal Bank Ltd. | 2.31 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 18.89 |
| Capital Goods | 10.55 |
| Healthcare | 9.1 |
| Services | 8.75 |
| Automobile | 7.17 |
| Chemicals | 7.05 |
| Energy | 5.8 |
| Metals & Mining | 5.78 |
| Consumer Discretionary | 5.12 |
| Consumer Staples | 4.84 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL MidCap Gr | 19.92 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |