Top Funds

Articles

FAQs

Calculator

Share Fund

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
Expense Ratio	1.2%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,402
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 (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	16.09%
L&T Midcap Fund - Direct Plan	1000	1000	13.27%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	16.09%
Axis Midcap Fund - Direct Plan	100	100	18.94%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	20.36%
DSP Midcap Fund - Direct Plan	500	1000	13.33%

Top 10 Holdings

Company	Holding Type	Asset(%)
Mphasis Ltd	Equity	6
Clearing Corporation Of India Limited	Cash - Repurchase Agreement	4
Cholamandalam Investment and Finance Co Ltd	Equity	4
Gujarat Fluorochemicals Ltd Ordinary Shares	Equity	4
Tata Power Co Ltd	Equity	3
Crompton Greaves Consumer Electricals Ltd	Equity	3
MindTree Ltd	Equity	3
Voltas Ltd	Equity	3
Coromandel International Ltd	Equity	3
K.P.R. Mill Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	4
Cash - Collateral	0
Cash	0

Sector Allocation(%)

Sector	Percent
Basic Materials	17
Financial Services	17
Consumer Cyclical	15
Industrials	13
Technology	10

Fund Manager

Anil Shah

2+ years of experience

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

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m