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Aditya Birla Sun Life MidCap Fund-Growth
Aditya Birla Sun Life MidCap Fund-Growth
Category: Equity: Mid Cap
Launch Date: 05-10-2002
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Mr. Vishal Gajwani
Investment Objective
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
1.87% As on (28-11-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
6,271.07 Cr As on (31-10-2025)
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RETURNS CALCULATOR for Aditya Birla Sun Life MidCap Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Aditya Birla Sun Life MidCap Fund-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life MidCap Fund-Growth | 13.87 | 0.88 | -2.36 | 0.94 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.1 |
| Capital Goods | 12.99 |
| Information Technology | 9.27 |
| Automobile and Auto Components | 7.96 |
| Healthcare | 7.22 |
| Consumer Durables | 6.24 |
| Metals & Mining | 4.33 |
| Consumer Services | 4.31 |
| Chemicals | 4.29 |
| Realty | 4.06 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| AU SMALL FINANCE BANK LIMITED EQ | 3.93 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 3.02 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.82 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.73 |
| K.P.R. MILL LIMITED EQ NEW FV Re. 1/- | 2.56 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 2.55 |
| THERMAX LIMITED EQ NEW FV RS.2/- | 2.53 |
| TORRENT POWER LIMITED EQ NEW FV RS.10/- | 2.31 |
| J.K.CEMENT LIMITED EQ | 2.18 |
| MPHASIS LIMITED EQ | 2.14 |