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

Equity | Mid Cap

(NAV as of 16/04/2024)
734.67 (-0.06)

3Y Returns

25.04%

Min SIP

1000

Min Lumpsum

1000

Expense Ratio

1.07%

Fund Size

4944 Cr

Inception Date

01-Jan-13

Fund Manager

Harish krishnan

Exit Load

1% on or before 90D, Nil after 90D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.03%

Debt & Others

3.97%

Market Cap Allocation

Large Cap

15.22%

Mid Cap

60.20%

Small Cap

20.61%

Other Cap

3.97%

Sector Allocation

Finance

9.44%

Banks

7.81%

Industrial Products

7.51%

Automobiles

6.21%

Internet and Technology

5.78%

Top Ten Holdings

Gujarat Fluorochemicals Ltd

3.38%

Torrent Power Ltd

2.96%

K.P.R. Mill Ltd

2.94%

Fortis Healthcare Ltd

2.87%

The Phoenix Mills Ltd

2.74%

Investment Objective

The Investment Objective Of The Scheme Is Long Term Growth Of Capital At Controlled Level Of Risk Byinvesting Primarily In 'Mid-Cap' Stocks.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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