Aditya Birla Sun Life Mid Cap Fund Dividend+0.69%

2Groww
-20.43%
1 Year Return
Equity
Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Mid Cap Fund Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.26%
NAV27.1 (23 Aug 2019)
Fund Started03 Oct 2002
Fund Size2,220 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Mid Cap Fund Dividend
-20.4%
-0.1%
8.1%
20.9%
Category Average
-7.8%
6.3%
NA
-
Rank within category
20
16
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -20.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GFL Ltd.ChemicalsEquity5.0%
    TeamLease Services Ltd.ServicesEquity4.9%
    Gujarat State Petronet Ltd.EnergyEquity3.5%
    KEC International Ltd.EngineeringEquity3.4%
    Century Textiles & Inds. Ltd.DiversifiedEquity3.2%
    Federal Bank Ltd.FinancialEquity2.9%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.9%
    Pfizer Ltd.HealthcareEquity2.8%
    Cholamandalam Financial Holdings Ltd.FinancialEquity2.6%
    DCB Bank Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addJayesh Gandhi
    Education
    Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
    Experience
    He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Mid Cap Fund Dividend is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 03 Oct 2002. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Mid Cap Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,220 Cr and the Latest NAV as of 23 Aug 2019 is ₹27.1.

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

    Investment Objective

    To achieve long term growth of capital at controlled level of risk by primarily investing in mid-cap stocks.

    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
    22 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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