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Aditya Birla Sun Life Mid Cap Fund IDCW+0.09%

70.41%
1 Year Return
Equity
Mid Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Mid Cap Fund IDCW

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.15%
NAV₹37.91 (23 Jun 2021)
Fund Started03 Oct 2002
Fund Size2,707 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
67.7%
9.3%
12.0%
12.4%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
18
22
18
-
*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 70.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Cons
1. 5Y Returns are lower than the category average returns
2. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Mphasis Ltd.TechnologyEquity4.7%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.9%
Coromandel International Ltd.ChemicalsEquity3.5%
Tata Power Co. Ltd.EnergyEquity3.3%
Cholamandalam Financial Holdings Ltd.FinancialEquity3.0%
Max Financial Services Ltd.FinancialEquity2.9%
Torrent Power Ltd.EnergyEquity2.8%
Voltas Ltd.Cons DurableEquity2.5%
MindTree Ltd.TechnologyEquity2.3%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.3%
See All

Fund Managers

Aditya Birla Sun Life Mid Cap Fund IDCW Details

Aditya Birla Sun Life Mid Cap Fund IDCW is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 03 Oct 2002. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Mid Cap Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹2,707 Cr and the Latest NAV as of 23 Jun 2021 is ₹37.91.

The Aditya Birla Sun Life Mid Cap Fund IDCW is rated Very 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
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,
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