Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Mid Cap Direct Fund Growth
1M
6M
1Y
3Y
5Y
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| NAV: 03 Dec 2021 | ₹510.70 |
| Min. SIP amount | ₹1,000 |
| Rating | 1 |
| Fund size | ₹3,381.81Cr |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 57.1% | 19.9% | 15.6% | 17.6% |
| Category average | 72.8% | 17.0% | 15.6% | NA |
| Rank with in category | 8 | 19 | 19 | NA |
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Holdings (70)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Mphasis Ltd. | Technology | Equity | 6.1% |
Tata Power Company Ltd. | Energy | Equity | 3.7% |
Cholamandalam Investment & Finance Company Ltd. | Financial | Equity | 3.3% |
MindTree Ltd. | Technology | Equity | 3.3% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 3.0% |
Voltas Ltd. | Consumer Durable | Equity | 2.8% |
Coromandel International Ltd. | Chemicals | Equity | 2.7% |
Gujarat Fluorochemicals Ltd. | Chemicals | Equity | 2.6% |
Max Financial Services Ltd. | Financial | Equity | 2.5% |
Phoenix Mills Ltd. | Construction | Equity | 2.4% |
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Pros and cons
Category: Equity Mid Cap
Pros
3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.21%
Cons
1Y annualised returns lower than category average by 1.03%
Low rating: 1
Expense ratio, exit load and tax
Expense ratio: 1.20%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 365 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.
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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
Jayesh Gandhi
Jan 2015 - Present
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Anil Shah
Apr 2020 - Present
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Fund house & investment objective
Fund house contact details
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