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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,502.1 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 1%, if redeemed within 90 days. |
737.29
-0.86 (-0.1166%)
20.99%
Benchmark: 17.52%
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 | 16.69 |
| Sharpe Ratio | 0.52 |
| Alpha | -3.5 |
| Beta | 0.93 |
| 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 | 8.75 | 28.43 | 16.47 | 29.26 | 13.52 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 19.29 | 34.87 | 23.11 | 31.08 | 16.88 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.38 | 34.62 | 23.14 | 34.15 | 17.63 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 15.47 | 31.77 | 21.8 | 28.88 | 14.96 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.36 | 36.43 | 26.61 | 37.5 | 17.65 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 14.19 | 34.49 | 23.9 | 34.1 | 17.6 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 14.03 | 32.69 | 22.4 | 30.13 | 14.91 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.95 | 33.08 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 13.73 | 26.84 | 18.81 | 30.95 | 17.06 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.66 | 32.1 | 24.52 | 33.93 | 17.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.26%
Others
4.24%
Large Cap
12.04%
Mid Cap
67.91%
