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.

736.58

21.25%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 16.46 28.86 14.81 20.51 13.43
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 36.95 41.4 29.42 29.55 18.77
Invesco India Midcap Fund - Growth Option 19-04-2007 30.26 35.7 21.17 25.19 16.9
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 29.17 36.73 22.7 27.66 17.83
HSBC Midcap Fund - Regular Growth 09-08-2004 26.53 35.01 21.68 21.96 15.97
Kotak Emerging Equity Scheme - Growth 30-03-2007 25.24 29.57 19.38 24.32 17.29
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 18-08-2022 24.01 31.27 - - -
Franklin India Prima Fund-Growth 01-12-1993 23.61 31.91 19.75 21.4 14.8
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 23.27 31.44 16.69 21.35 -
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 22.63 27.63 14.34 21.13 15.25

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

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

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