663.37
NAV (Apr 19,2024)

Aditya Birla Sun Life Midcap Fund - Growth is a popular investment option in India. With a current expense ratio of 1.92%, it provides investors with the opportunity to grow their wealth. The fund has an established date of 2002-10-03 and a minimum investment requirement of INR 1000. With a PE ratio of 44.40 and a PB ratio of 6.3775, this fund has the potential to deliver substantial returns for investors. Consider investing in Aditya Birla Sun Life Midcap Fund - Growth to diversify your portfolio and capitalize on the midcap segment's growth opportunities.

Aditya Birla Sun Life Midcap Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Midcap Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.40
  • P/B Ratio
    UM_URBAN_MONEY

    6.38
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.89
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.92%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

4944.48 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 22, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,497.19 (4.97%)11,676.38 (16.76%)14,812.66 (48.13%)19,319.96 (93.20%)22,973.85 (129.74%)
31,491.57 (4.97%)35,029.14 (16.76%)44,437.98 (48.13%)57,959.88 (93.20%)68,921.55 (129.74%)
52,485.95 (4.97%)58,381.9 (16.76%)74,063.3 (48.13%)96,599.8 (93.20%)1,14,869.25 (129.74%)
83,977.52 (4.97%)93,411.04 (16.76%)1,18,501.28 (48.13%)1,54,559.68 (93.20%)1,83,790.8 (129.74%)
1,04,971.9 (4.97%)1,16,763.8 (16.76%)1,48,126.6 (48.13%)1,93,199.6 (93.20%)2,29,738.5 (129.74%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Limited3.49%
  • Gujarat Fluorochemicals Limited3.42%
  • Coromandel International Limited2.96%
  • AU Small Finance Bank Limited2.93%
  • Fortis Healthcare Limited2.81%
  • MphasiS Limited2.76%
  • Torrent Power Limited2.68%
  • Phoenix Mills Limited2.62%
  • The Federal Bank Limited2.50%
  • K P R Mill Limited2.49%
  • Cholamandalam Financial Holdings Limited2.42%
  • Glenmark Pharmaceuticals Limited2.27%
  • Bharat Electronics Limited2.24%
  • Cholamandalam Investment and Finance Company Limited2.05%
  • Bharat Forge Limited2.00%
  • Shriram Finance Ltd1.94%
  • AIA Engineering Limited1.77%
  • Max Financial Services Limited1.69%
  • Crompton Greaves Consumer Electricals Limited1.68%
  • Mahindra & Mahindra Financial Services Limited1.67%
  • NMDC Limited1.65%
  • Thermax Limited1.60%
  • Voltas Limited1.58%
  • ICICI Bank Limited1.54%
  • Cummins India Limited1.49%
  • Coforge Limited1.46%
  • GMM Pfaudler Limited1.44%
  • Inox Wind Energy Limited1.43%
  • Radico Khaitan Limited1.38%
  • TVS Motor Company Limited1.38%
  • ACC Limited1.35%
  • Lupin Limited1.29%
  • Sanofi India Limited1.16%
  • Apollo Hospitals Enterprise Limited1.15%
  • Sun TV Network Limited1.15%
  • Container Corporation of India Limited1.14%
  • Aarti Industries Limited1.12%
  • POLYCAB INDIA Limited1.11%
  • Aditya Birla Fashion and Retail Limited1.09%
  • Century Textiles & Industries Limited1.06%
  • Jindal Steel & Power Limited1.06%
  • Info Edge India Limited1.04%
  • The Ramco Cements Limited1.03%
  • Sona BLW Precision Forgings Limited1.02%
  • The Indian Hotels Company Limited1.02%
  • LTIMindtree Ltd1.00%
  • Computer Age Management Services Limited0.97%
  • Ashok Leyland Limited0.92%
  • Vedant Fashions Private Limited0.77%
  • Birlasoft Limited0.76%
  • Kansai Nerolac Paints Limited0.73%
  • Kalpataru Projects International Ltd0.68%
  • Schaeffler India Limited0.67%
  • Tata Consumer Products Limited0.66%
  • Whirlpool of India Limited0.65%
  • Exide Industries Limited0.64%
  • HDFC Asset Management Company Ltd0.60%
  • Endurance Technologies Limited0.58%
  • United Spirits Limited0.58%
  • Emami Limited0.57%
  • Jubilant Foodworks Limited0.57%
  • Steel Authority of India Limited0.55%
  • Akzo Nobel India Limited0.53%
  • IndusInd Bank Limited0.52%
  • Supreme Industries Limited0.52%
  • Gateway Distriparks Limited0.51%
  • DCB Bank Limited0.48%
  • Atul Limited0.47%
  • V Guard Industries Limited0.45%
  • GFL Limited0.44%
  • GMR Infrastructure Limited0.41%
  • NMDC Steel Ltd0.38%
  • United Breweries Limited0.36%
  • Net Receivables Payables0.35%
  • MRF Limited0.35%
  • Restaurant Brands Asia Limited0.33%
  • Sundram Fasteners Limited0.31%
  • Bank of India0.28%
  • IDFC Limited0.26%
  • METROPOLIS HEALTHCARE LIMITED0.24%
  • FSN E Commerce Ventures Limited0.19%
  • Dalmia Bharat Limited0.16%
  • Aditya Birla Capital Limited0.11%
  • Margin Future and Options0.10%
  • Solara Active Pharma Sciences Limited0.09%
  • IDFC First Bank Limited0.09%
  • Bharti Airtel Limited0.03%
  • Happy Forgings Ltd0.02%
  • Cash and Bank0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

26.23%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.35%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.05%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.47%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

11.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

56.21%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

54.62%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

51.49%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.49%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

39.81%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

39.57%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.98%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

35.15%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.48%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.72%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.78%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.44%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

30.47%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

24.33%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

23.43%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.57%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.47%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Fund Managers

Hk

Mr. Harish krishnanFund Manager

Mr. Harish has 9 years of experience spread over Equity Research and Fund Management. He is currently managing Kotak 50. Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. Harish is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. On the personal front, he has a passion for travel, reading and technology.

DJ

Mr. Dhaval JoshiFund Manager

He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMCLimited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as aresearch analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.

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