Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

NAV 746.36(-2.15%)
Feb 14, 2025
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
AUM
₹5,532 Cr
Expense (%)
1.07
Turnover (%)
25.00
Benchmark
Nifty Midcap 150 - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
69.43

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 12.68 15.01 19.99 14.8
Average Rolling Returns(%) 18.58 16.52 15.01 14.78

The Current NAV of Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is ₹746.36.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan fund’s expense ratio is 1.07%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is currently ₹5,533 Crores.

The Top three stocks are Fortis Healthcare, Torrent Power and Cholamandalam Fin. and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 27% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan fund are BFSI, Healthcare and Construction & Infrastructure accounting for 42% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

Vishal Gajwani and Dhaval Joshi manage the Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Fund.

Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan current PE ratio is 53.50 and PB ratio is 6.99

The asset allocation of Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is Stocks : 94.41%, Debt : 5.61% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00

The exit load for Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days

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