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 Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 2560.08
Expense Ratio
1.26%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 2560.08 |
| Expense Ratio | 1.26% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Gujarat Fluorochemicals Ltd
Equity
4
RBL Bank Ltd
Equity
4
TeamLease Services Ltd
Equity
4
DCB Bank Ltd
Equity
3
Gujarat State Petronet Ltd
Equity
3
Clearing Corporation Of India Limited
Cash - Collateral
3
Century Textiles & Industries Ltd
Equity
3
KEC International Ltd
Equity
3
Petronet LNG Ltd
Equity
3
Pfizer Ltd
Equity
3
Asset Allocation(%)
Equity
96
Cash - Collateral
3
Cash - CD Time Deposit
2
Cash
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
12
Credit Services
7
Drug Manufacturers - Major
5
Auto Parts
5
Chemicals
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.
Launch Date
23 Dec 1994
Sponsor
NA
Email
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
Birla Sun Life Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.