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: 1.87% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,930.05 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 1%, if redeemed within 90 days. |
769.78
0.19 (0.0247%)
21.57%
Benchmark: 18.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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vs
NIFTY Midcap 150 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 | 14.83 |
| Sharpe Ratio | 0.8 |
| Alpha | -2.58 |
| 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 | 24.44 | 32.65 | 18.4 | 23.23 | 14.63 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 53.73 | 50.31 | 35.27 | 33.11 | 20.58 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 45.19 | 41.06 | 25.51 | 28.5 | 18.4 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 40.84 | 41.38 | 26.13 | 25.37 | 17.64 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 39.77 | 40.65 | 26.05 | 30.43 | 19.14 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 34.72 | 34.01 | 23.56 | 27.44 | 18.78 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 34.52 | 41.81 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 33.81 | 39.34 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 33.79 | 37.53 | 25.68 | 24.95 | 16.24 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 33.75 | 36.2 | 23.2 | 23.67 | 16.17 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.79%
Others
1.46%
Large Cap
7.83%
Mid Cap
66.09%
