Aditya Birla Sun Life Mid Cap Direct Fund Growth

Equity
Mid Cap
Very High Risk
15.20%
3Y annualised
-0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹476.07
Min. SIP amount₹1,000
Rating1
Fund size₹3,481.44Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.9%15.2%6.5%14.6%
Category average2.2%18.5%9.5%NA
Rank with in category281919NA
Understand terms

Holdings (76)

NameSectorInstrumentAssets
Gujarat Fluorochemicals Ltd.ChemicalsEquity4.1%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.4%
The Federal Bank Ltd.FinancialEquity3.2%
Mphasis Ltd.TechnologyEquity3.1%
Coromandel International Ltd.ChemicalsEquity3.0%
AU Small Finance Bank Ltd.FinancialEquity2.8%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity2.8%
Fortis Healthcare Ltd.HealthcareEquity2.7%
Cummins India Ltd.Capital GoodsEquity2.5%
AIA Engineering Ltd.Metals & MiningEquity2.4%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

Lower expense ratio: 1.19%
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.19%

Inclusive of GST

Exit load

1% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Anil Shah
Apr 2020 - Present
View details

Education
Mr.Shah is a B.com, CA and a cost accountant
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
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,

Compare funds

Aditya Birla Sun Life Mid Cap Direct Fund Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.6.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI