Aditya Birla Sun Life MidCap Fund-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-10-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.92% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,912.51 Cr As on (31-03-2024) |
| Turn over: 23% | Exit Load: 1% for redemption within 90 days |
666.31
4.03 (0.6048%)
21.44%
Benchmark: 17.82%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 1 Months
2 Years 10 Months
3 Years 3 Months
5 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.6 |
| Sharpe Ratio | 1.15 |
| Alpha | -1.66 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 43.81 | 25.41 | 22.37 | 19.3 | 17.33 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 66.42 | 38.3 | 31.82 | 33.2 | 20.36 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 62.94 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 61.28 | 37.02 | 23.04 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 59.73 | 34.83 | 26.42 | 26.51 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 56.44 | 38.39 | 36.04 | 27.55 | 22.03 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 54.95 | 32.27 | 22.31 | 20.64 | 20.15 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 53.38 | 34.81 | 28.56 | 25.89 | 20.27 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 51.35 | 37.29 | 28.1 | 24.8 | 20.95 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 50.99 | 33.27 | 25.55 | 20.73 | 18.76 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.43%
Others
1.46%
Large Cap
12.78%
Mid Cap
66.29%
