ADITYA BIRLA SUN LIFE MIDCAP FUND - GROWTH

NORMAL RISK
Equity
Equity: Mid Cap
6M returns
25.05 %
Current NAV
779.70
1M3M6M1Y3Y5YALL
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Min. SIP
1000
AUM
₹ 5800.8 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

Torrent Power3.4 %
Coromandel International3.2 %
Cholamandalam Financial Holdings2.9 %
K.P.R. Mill2.7 %
Fortis Healthcare2.7 %
AU Small Finance Bank2.6 %

Fund Manager

AS
Anil Shah
HK
Harish Krishnan
DJ
Dhaval Joshi

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.89%
Exit LoadExit load of 1%, if redeemed within 90 days.
Benchmark index
NIFTY Midcap 150 TRI100%

Fund Objective

The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.

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