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 (31-01-2025) |
| 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. |
670.29
-3.26 (-0.4864%)
20.64%
Benchmark: 17.13%
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 | 15.55 |
| Sharpe Ratio | 0.55 |
| Alpha | -4.3 |
| Beta | 0.92 |
| 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 | 3.42 | 22.42 | 14.85 | 18.77 | 12.32 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.92 | 34.81 | 28.25 | 26.25 | 16.97 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.08 | 29.82 | 21.28 | 21.78 | 15.34 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.25 | 29.35 | 21.85 | 24.31 | 16.29 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.16 | 22.32 | 18.45 | 21.39 | 16.06 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 8.41 | 26.5 | 20.01 | 19.42 | 13.68 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 8.03 | 26.02 | 17.09 | 18.08 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 7.38 | 21.18 | 14.33 | 18.13 | 14.41 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 7.01 | 29.43 | 22.17 | 23.7 | 15.91 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 6.74 | 29.68 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.15%
Others
5.61%
Large Cap
9.05%
Mid Cap
68.21%
