Share Fund
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
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 1.26% |
Min subscription | ₹ 1,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 2,470 |
AMC AUM (in Crs.) | ₹ 2,49,270 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 3.29% |
L&T Midcap Fund - Direct Plan | 1000 | 1000 | 2.61% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 3.29% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 14.39% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 6.45% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 7.36% |
Company | Holding Type | Asset(%) |
---|---|---|
Coromandel International Ltd Ordinary Shares | Equity | 5 |
Mphasis Ltd | Equity | 4 |
Cholamandalam Investment and Finance Co Ltd Ordinary Shares | Equity | 3 |
Tata Power Co Ltd | Equity | 3 |
Cholamandalam Financial Holdings Ltd | Equity | 3 |
Crompton Greaves Consumer Electricals Ltd | Equity | 3 |
Voltas Ltd Ordinary Shares | Equity | 3 |
Max Financial Services Ltd | Equity | 2 |
Sanofi India Ltd Ordinary Shares | Equity | 2 |
Clearing Corporation Of India Limited | Cash - Collateral | 2 |
Asset | Percent |
---|---|
Equity | 98 |
Cash - Collateral | 3 |
Cash | 1 |
Sector | Percent |
---|---|
Financial Services | 20 |
Healthcare | 15 |
Industrials | 14 |
Basic Materials | 14 |
Technology | 9 |
Fund Manager
Anil Shah
0+ years of experience
About
connect@birlasunlife.com
Phone
1800 22 7000
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093