Aditya Birla Sun Life MIDCAP Fund-Growth

Aditya Birla Sun Life MIDCAP Fund-Growth

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Category: Equity: Mid Cap
Launch Date: 05-10-2002
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 2.12% As on (30-09-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,381.81 Cr As on (31-10-2021)
Turn over: 17.00
NAV as on 08-12-2021

477.44

5.97 (1.2504%)

CAGR Since Inception

22.31%

NIFTY MIDCAP 100 TRI 21.49%

PERFORMANCE of Aditya Birla Sun Life MIDCAP Fund-Growth

Scheme Performance (%) Data as on - 08-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life MIDCAP Fund-Growth 56.26 20.28 14.51 17.78 22.31
NIFTY MIDCAP 100 TRI 49.71 22.27 16.89 17.42 21.49
Equity: Mid Cap 49.38 24.27 17.82 19.52 19.39

Yearly Performance (%)

Nav Movement

Fund Managers

Anil Shah

Investment 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.

RETURNS CALCULATOR for Aditya Birla Sun Life MIDCAP Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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 15.82 1.03 0.41 1.05 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Aditya Birla Sun Life MIDCAP Fund-Growth

Period
Data as on - 08-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life MIDCAP Fund-Growth 05-10-2002 56.26 32.99 20.28 14.51 17.78
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 64.49 56.56 36.26 22.36 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 61.9 47.84 30.3 22.02 16.37
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 24-02-2014 59.65 30.89 24.86 15.41 0.0
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 58.59 43.66 28.21 18.85 9.85
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 56.78 41.46 27.13 16.25 21.55
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 55.88 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - Growth 05-01-2018 54.48 34.37 24.33 0.0 0.0
BOI Axa Mid & Small Cap Equity & Debt Fund - Regular Plan Growth 13-07-2016 53.65 40.05 23.94 18.19 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 53.12 38.09 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life MIDCAP Fund-Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
AMFI
ARN: 160300