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Aditya Birla Sun Life Mid Cap Direct Fund Growth+0.69%

15.96%
1 Year Return
Equity
Mid Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Mid Cap Direct Fund Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.21%
NAV₹356.53 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size2,577 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.0%
0.8%
11.8%
14.3%
Category Average
24.9%
5.3%
14.5%
-
Rank Within Category
24
20
19
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 16.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.23%
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Coromandel International Ltd.ChemicalsEquity4.8%
Mphasis Ltd.TechnologyEquity3.8%
Cholamandalam Financial Holdings Ltd.FinancialEquity3.1%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.1%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.1%
Cadila Healthcare Ltd.HealthcareEquity2.9%
Sanofi India Ltd.HealthcareEquity2.6%
Tata Power Co. Ltd.EnergyEquity2.6%
Phoenix Mills Ltd.ConstructionEquity2.4%
Torrent Power Ltd.EnergyEquity2.4%
See All

Fund Managers

Jayesh Gandhi
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Aditya Birla Sun Life Mid Cap Direct Fund Growth Details

Aditya Birla Sun Life Mid Cap Direct Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Mid Cap Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,577 Cr and the Latest NAV as of 20 Jan 2021 is ₹356.53.

The Aditya Birla Sun Life Mid Cap Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 365 days.
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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