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Aditya Birla Sun Life Midcap Fund Idcw Reinvestment
NAV (Apr 26,2024)
Aditya Birla Sun Life Midcap Fund - IDCW Reinvestment is an investment option offered by Aditya Birla Sun Life Mutual Fund. With an expense ratio of 1.92%, this fund invests primarily in mid-cap companies. The fund has a Price to Earnings (PE) ratio of 44.40 and a Price to Book (PB) ratio of 6.38. Established in 2002, the fund has an asset under management (AUM) of INR 4944.48 crores. The minimum investment required is INR 1000 with no lock-in period.
Aditya Birla Sun Life Midcap Fund Idcw Reinvestment Latest Trend
- 1M
- 2M
- 3M
Aditya Birla Sun Life Midcap Fund Idcw Reinvestment Latest Trend
Risk Ratios
- P/E Ratio44.40
- P/B Ratio6.38
- Alpha-0.01
- Beta0.89
- Sharpe0.20
- Sortino0.33
Fund Overview
1.92%
0%
No Lock-in
₹ 4944.48 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,893 (8.93%) | ₹ 12,416.32 (24.16%) | ₹ 15,270.83 (52.71%) | ₹ 19,622.93 (96.23%) | ₹ 23,558.97 (135.59%) |
₹ 30,000 | ₹ 32,679 (8.93%) | ₹ 37,248.96 (24.16%) | ₹ 45,812.49 (52.71%) | ₹ 58,868.79 (96.23%) | ₹ 70,676.91 (135.59%) |
₹ 50,000 | ₹ 54,465 (8.93%) | ₹ 62,081.6 (24.16%) | ₹ 76,354.15 (52.71%) | ₹ 98,114.65 (96.23%) | ₹ 1,17,794.85 (135.59%) |
₹ 80,000 | ₹ 87,144 (8.93%) | ₹ 99,330.56 (24.16%) | ₹ 1,22,166.64 (52.71%) | ₹ 1,56,983.44 (96.23%) | ₹ 1,88,471.76 (135.59%) |
₹ 1,00,000 | ₹ 1,08,930 (8.93%) | ₹ 1,24,163.2 (24.16%) | ₹ 1,52,708.3 (52.71%) | ₹ 1,96,229.3 (96.23%) | ₹ 2,35,589.7 (135.59%) |
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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%
- Bank - Private8.05%
- Finance - NBFC6.02%
- IT - Software5.98%
- Chemicals5.01%
- Miscellaneous3.94%
- Textile3.26%
- Fertilizers2.96%
- Finance - Investment2.86%
- Forgings2.02%
- BPO/ITeS2.01%
- Castings/Forgings1.77%
- Finance - Others1.69%
- Logistics1.65%
- Mining & Minerals1.65%
- Auto Ancillary1.61%
- Air Conditioners1.58%
- Diesel Engines1.49%
- Paints1.26%
- Cable1.11%
- Retailing1.09%
- Diversified1.06%
- Bearings0.67%
- Tea/Coffee0.66%
- Batteries0.64%
- Consumer Food0.57%
- Plastic Products0.52%
- Electric Equipment0.45%
- Tyres & Allied0.35%
- Restaurants0.33%
- Fasteners0.31%
- Bank - Public0.28%
- e-Commerce0.19%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.18% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.82% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.06% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.89% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.28% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 22.45% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 22.39% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.18% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.76% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 60.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 58.47% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 57.48% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 55.43% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 50.77% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 49.12% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 48.28% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 44.56% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 38.98% |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.78% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 35.02% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 34.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 30.05% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.72% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.27% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 25.03% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 25.60% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 22.97% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.82% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.77% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.57% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 21.34% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.97% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 20.75% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.38% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 18.64% |
Fund Managers
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.
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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Aditya Birla Sun Life Midcap Fund - IDCW Reinvestment
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