Aditya Birla Sun Life Mid Cap Fund Growth

Aditya Birla Sun Life Mid Cap Fund Growth

+18.02%
3Y annualised
-2.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹720.16
Min. for SIP
Not Supported
Fund size
₹6,130.27 Cr
Expense ratio
1.88%

Holdings (79)

NameSectorInstrumentsAssets
Max Financial Services Ltd.FinancialEquity3.63%
The Federal Bank Ltd.FinancialEquity3.45%
APL Apollo Tubes Ltd.Metals & MiningEquity3.18%
JK Cement Ltd.ConstructionEquity3.16%
AU Small Finance Bank Ltd.FinancialEquity3.14%
Torrent Power Ltd.EnergyEquity2.81%
Thermax Ltd.Capital GoodsEquity2.74%
Kei Industries Ltd.Capital GoodsEquity2.33%
K.P.R. Mill Ltd.TextilesEquity2.20%
Dixon Technologies (India) Ltd.Capital GoodsEquity2.17%
Atul Ltd.ChemicalsEquity2.15%
Navin Fluorine International Ltd.ChemicalsEquity2.09%
Prestige Estates Projects Ltd.ConstructionEquity2.08%
Jindal Steel Ltd.Metals & MiningEquity2.05%
Supreme Industries Ltd.ChemicalsEquity2.01%
Ajanta Pharma Ltd.HealthcareEquity1.98%
Mphasis Ltd.TechnologyEquity1.82%
Swiggy Ltd.ServicesEquity1.80%
Housing & Urban Development Corporation Ltd.FinancialEquity1.73%
The Phoenix Mills Ltd.ConstructionEquity1.52%
Hexaware Technologies Ltd.TechnologyEquity1.44%
Persistent Systems Ltd.TechnologyEquity1.44%
Vishal Mega Mart Ltd.ServicesEquity1.41%
Ceat Ltd.AutomobileEquity1.41%
R R Kabel Ltd.Consumer DiscretionaryEquity1.37%
PB Fintech Ltd.ServicesEquity1.36%
KPIT Technologies Ltd.TechnologyEquity1.34%
Fortis Healthcare Ltd.HealthcareEquity1.28%
Muthoot Finance Ltd.FinancialEquity1.28%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.28%
TVS Motor Company Ltd.AutomobileEquity1.27%
HDB Financial Services Ltd.FinancialEquity1.23%
Schaeffler India Ltd.Capital GoodsEquity1.18%
360 One Wam Ltd.FinancialEquity1.16%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.16%
Apar Industries Ltd.Consumer StaplesEquity1.12%
Aptus Value Housing Finance India Ltd.FinancialEquity1.06%
Vedanta Ltd.Metals & MiningEquity1.05%
JSW Cement Ltd.ConstructionEquity1.04%
Hitachi Energy India Ltd.Capital GoodsEquity1.01%
UNO Minda Ltd.AutomobileEquity1.00%
SRF Ltd.ChemicalsEquity0.98%
Bank of IndiaFinancialEquity0.97%
Suzlon Energy Ltd.Capital GoodsEquity0.97%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.97%
Billionbrains Garage Ventures Ltd.FinancialEquity0.94%
Bank of MaharashtraFinancialEquity0.93%
Stylam Industries Ltd.Consumer StaplesEquity0.91%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.89%
WeWork India Management Ltd.ServicesEquity0.88%
Info Edge (India) Ltd.ServicesEquity0.84%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.83%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity0.80%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.79%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.77%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.77%
Poonawalla Fincorp Ltd.FinancialEquity0.76%
Radico Khaitan Ltd.Consumer StaplesEquity0.76%
Voltas Ltd.Consumer DiscretionaryEquity0.72%
Ipca Laboratories Ltd.HealthcareEquity0.72%
Rolex Rings LtdCapital GoodsEquity0.67%
Bharat Forge Ltd.AutomobileEquity0.64%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.63%
Welspun Living Ltd.Consumer DiscretionaryEquity0.62%
L&T Technology Services Ltd.TechnologyEquity0.62%
Bank Of BarodaFinancialEquity0.61%
Cohance Lifesciences Ltd.HealthcareEquity0.61%
Berger Paints India Ltd.ChemicalsEquity0.60%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.51%
Meesho Ltd.ServicesEquity0.47%
Firstsource Solutions Ltd.ServicesEquity0.42%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.38%
United Spirits Ltd.Consumer StaplesEquity0.36%
Emmvee Photovoltaic Power Ltd.EnergyEquity0.32%
NMDC Ltd.Metals & MiningEquity0.24%
Aditya Birla Capital Ltd.FinancialEquity0.18%
Sanofi India Ltd.HealthcareEquity0.17%
GFL Ltd.FinancialEquity0.01%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.01%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.0%+15.7%+13.6%+20.0%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)402120--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

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Edelweiss Mid Cap Fund Growth
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Fund management

VG
Vishal Gajwani
Oct 2024 - Present
View details

Education
Mr. Gajwani is CA and CFA (US)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.

About Aditya Birla Sun Life Mid Cap Fund Growth

Aditya Birla Sun Life Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Vishal Gajwani is the Current Fund Manager of Aditya Birla Sun Life Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 19 Mar 2026 is ₹720.16. The Aditya Birla Sun Life Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 1%, if redeemed within 90 days. ;

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.;
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,