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Aditya Birla Sun Life Mid Cap Fund Growth

Equity
Mid Cap
Very High Risk
77.97%
1Y return
+1.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹435.55
Min. SIP Amount₹1,000
Rating1star
Fund Size₹2,999.61 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns78.0%12.4%12.2%22.2%
Category average72.8%17.0%15.6%NA
Rank with in category162218NA
Understand termsinfo

Holdings (68)

NameSectorInstrumentAssets
Mphasis Ltd.TechnologyEquity5.2%
Coromandel International Ltd.ChemicalsEquity3.5%
Tata Power Company Ltd.EnergyEquity3.3%
Cholamandalam Financial Holdings Ltd.FinancialEquity3.2%
Max Financial Services Ltd.FinancialEquity3.1%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.8%
MindTree Ltd.
TechnologyEquity2.6%
Torrent Power Ltd.EnergyEquity2.5%
Voltas Ltd.Consumer DurableEquity2.4%
Gujarat Fluorochemicals Ltd.ChemicalsEquity2.3%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns

Cons

  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.16%

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.

Understand termsinfo

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
View Details
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Fund house & investment objective

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Fund house contact details

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