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 (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,911.27 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 1%, if redeemed within 90 days. |
717.46
-9.04 (-1.26%)
21.1%
Benchmark: 17.61%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
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 | 14.84 |
| Sharpe Ratio | 0.7 |
| Alpha | -3.27 |
| 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 | 13.37 | 27.04 | 14.59 | 20.0 | 13.1 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 28.81 | 37.03 | 27.43 | 28.12 | 18.0 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 24.65 | 32.66 | 20.07 | 24.18 | 16.39 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 23.85 | 33.79 | 21.79 | 26.62 | 17.27 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 21.11 | 27.35 | 18.67 | 23.47 | 16.87 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 20.16 | 29.68 | 16.49 | 20.75 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 19.47 | 29.59 | 19.11 | 20.63 | 14.41 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 19.23 | 30.95 | 19.89 | 20.6 | 15.21 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 18.71 | 34.64 | - | - | - |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 18.31 | 28.13 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.2%
Others
3.72%
Large Cap
8.85%
Mid Cap
68.91%
Scheme Documents
There are no scheme documents available
