Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth - Latest NAV ₹370.18, Returns, Performance & Portfolio

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

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    14.53%
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    (--5.4)370.18

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 14.18 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years14.53%
3 Years3.8%
1 Year24.07%
6 Months27.29%
Fund Details
ISININF209K01Q30
RiskModerately High risk
Fund TypeMid-Cap
NAV370.18
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Coromandel International Ltd4.53%
Mphasis Ltd4.49%
Cholamandalam Investment and Finance Co Ltd3.06%
Tata Power Co Ltd3.03%
Cholamandalam Financial Holdings Ltd2.93%
Crompton Greaves Consumer Electricals Ltd2.79%
Voltas Ltd Shs Dematerialised2.57%
Max Financial Services Ltd2.49%
Sanofi India Ltd2.48%
Phoenix Mills Ltd Shs Dematerialised2.41%

About Aditya Birla Sun Life Midcap Fund- Direct Plan - Growth

The primary intention of this fund is to provide investors with considerable returns in the form of long-term capital appreciation. The fund manager tries to achieve this by investing mostly in equity-linked securities of mid-cap companies.

Pros and Cons of Aditya Birla Sun Life Midcap Fund- Direct Plan - Growth

The main advantage of investing in Aditya Birla Sun Life Midcap Fund is that you get exposure to a portfolio consisting of mid-cap stocks across all sectors. Apart from the equities of mid-cap companies, the fund also invests in fixed income securities to meet redemption needs. This fund carries a higher risk as compared to debt funds. However, it is less risky as compared to thematic funds.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Midcap Fund- Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

Aditya Birla Sun Life Midcap Fund is categorised under the ‘moderately high risk’ class of mutual funds. However, this fund carries a lower risk as compared to a sectoral or thematic mutual fund.

iii) Redemption

Since Aditya Birla Sun Life Midcap Fund is an open-ended mutual fund scheme, you can redeem your investments at any time. However, you have to be mindful of the tax implications on capital gains and exit load.

iv) Fund Manager

Mr Anil Shah is the current fund manager of Aditya Birla Sun Life Midcap Fund.

v) Entry/Exit Load

There is no entry load as per the regulations of the Indian market regulator. An exit load of 1% will be payable on redeeming your investments within a period of 365 days from the date of allotment. After 365 days, no exit load applies.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund is a product of the joint venture between Aditya Birla Capital Limited and Sun Life India (AMC) back in the year 1994. The fund house came into existence by registering itself with the Indian securities market regulator with Aditya Birla Sun Life Trustee Private Limited as trustee. As of June 2020, the fund house had a massive Rs 2.14 lakh crore.

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 14.18 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns