Aditya Birla Sun Life Mid Cap Fund - Direct Plan
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments primarily in mid cap stocks
Fund Info
| Scheme Class | Equity |
| Scheme Category | Mid-Cap |
| Benchmark Type | S&P BSE Midcap TR INR |
| Expense Ratio | 1.47% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,174 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.9% | |
| 1000 | 1000 | 10.94% | |
| 1000 | 1000 | 7.9% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| TeamLease Services Ltd | Equity | 6 |
| Gujarat Fluorochemicals | Equity | 5 |
| Century Textiles & Industries Ltd | Equity | 3 |
| Gujarat State Petronet Ltd | Equity | 3 |
| Clearing Corporation Of India Limited | Cash - Collateral | 3 |
| Crompton Greaves Consumer Electricals Ltd | Equity | 3 |
| Pfizer Ltd | Equity | 3 |
| Cholamandalam Financial Holdings Ltd | Equity | 3 |
| DCB Bank Ltd | Equity | 3 |
| KEC International Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash - Collateral | 3 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 11 |
| Staffing & Outsourcing Services | 6 |
| Drug Manufacturers - Major | 6 |
| Engineering & Construction | 5 |
| Equity | 5 |
Birla Sun Life Mutual Fund
AUM
₹2,49,270 Cr
About
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Calculate Returns
Investment Duration
Years
6Months
0Investment Amount
₹ 10000
Return Amount
₹ 4185
Return Rate
6 %
Duration
6y 0m
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