No NFO data available for this page.

3 Year return

25.29%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹5922.32 Cr.

Expense Ratio

1.09% (inclusive of GST)

Exit Load

1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Ratings

ARQ Rating
1.5

Ratings by other agencies

1
3
2

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
Fortis Healthcare Ltd3.43%
AU Small Finance Bank Ltd3.37%
Cholamandalam Financial Holdings Ltd3.18%
Torrent Power Ltd3.00%
Max Financial Services Ltd2.83%
Others84.19%
Other Holdings% of Asset
K P R Mill Ltd2.65%
Gujarat Fluorochemicals Ltd2.65%
United Breweries Ltd2.50%
Glenmark Pharmaceuticals Ltd2.45%
Shriram Finance Ltd2.43%
Mphasis Ltd2.18%
APL Apollo Tubes Ltd2.16%
Federal Bank Ltd2.14%
Prestige Estates Projects Ltd2.07%
Coromandel International Ltd2.05%
J K Cements Ltd1.99%
Cummins India Ltd1.92%
NMDC Ltd1.82%
Lupin Ltd1.78%
Jindal Steel & Power Ltd1.76%
Atul Ltd1.75%
Phoenix Mills Ltd1.74%
Indian Hotels Co Ltd1.61%
KPIT Technologies Ltd1.54%
Thermax Ltd1.50%
Supreme Industries Ltd1.47%
Bharat Forge Ltd1.46%
SBI Cards & Payment Services Ltd1.44%
Vishal Mega Mart Ltd1.39%
Ipca Laboratories Ltd1.37%
Tube Investments of India Ltd1.33%
AIA Engineering Ltd1.33%
Info Edge (India) Ltd1.26%
Apollo Hospitals Enterprise Ltd1.24%
Voltas Ltd1.18%
Cholamandalam Investment & Finance Company Ltd1.16%
Whirlpool of India Ltd1.14%
Navin Fluorine International Ltd1.06%
LIC Housing Finance Ltd1.06%
Computer Age Management Services Ltd1.04%
Ajanta Pharma Ltd1.03%
Schaeffler India Ltd1.02%
Page Industries Ltd0.97%
TVS Motor Company Ltd0.95%
Muthoot Finance Ltd0.90%
Kotak Mahindra Bank Ltd0.84%
Vedanta Ltd0.83%
Aditya Birla Real Estate Ltd0.82%
Jubilant Foodworks Ltd0.81%
Hexaware Technologies Ltd0.80%
Container Corporation Of India Ltd0.78%
Radico Khaitan Ltd0.77%
Sona BLW Precision Forgings Ltd0.75%
R R Kabel Ltd0.74%
LTIMindtree Ltd0.73%
HDFC Asset Management Company Ltd0.72%
Exide Industries Ltd0.72%
Stylam Industries Ltd0.70%
Bank of India0.69%
Adani Ports & Special Economic Zone Ltd0.69%
Sanofi India Ltd0.68%
V-Guard Industries Ltd0.68%
ICICI Bank Ltd0.68%
Premier Energies Ltd0.60%
L&T Technology Services Ltd0.51%
MRF Ltd0.50%
Kansai Nerolac Paints Ltd0.50%
Poonawalla Fincorp Ltd0.39%
Kirloskar Oil Engines Ltd0.39%
GFL Ltd0.19%
Apar Industries Ltd0.19%
K E C International Ltd0.15%
Aditya Birla Capital Ltd0.11%
Solara Active Pharma Sciences Ltd0.09%
Tata Elxsi Ltd0.08%

Aditya Birla Sun Life Mutual Fund Managers

VG

Vishal Gajwani

Fund Manager since Oct 2024

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹382,889.63 Cr.
No. of Schemes 240
Setup Date September 1994

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

36.7461%

4.5

Edelweiss Mid Cap Fund

34.0837%

3

Nippon India Fund

32.798%

4.5

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About the Aditya Birla Sun Life Midcap Fund Growth Direct Plan

The Aditya Birla Sun Life Midcap Fund Growth Direct Plan is an open-ended equity mutual fund scheme that invests in a diversified portfolio of mid-cap stocks. The fund aims to generate long-term capital growth for its investors by investing in stocks of companies that have the potential to grow at a faster rate than the market.

Investment Objectives of the Scheme

The investment objective of the Aditya Birla Sun Life Midcap Fund Growth Direct Plan is to generate long-term capital growth for its investors by investing in stocks of companies that have the potential to grow at a faster rate than the market. The fund may invest in stocks of companies that are engaged in a variety of industries, such as manufacturing, technology, and consumer goods.

Key Features of The Fund

5-year return 29.14%
Expense Ratio 1.09%
Fund Manager Vishal Gajwani
Fund Size ₹5922.32 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Aditya Birla Sun Life Midcap Fund Growth Direct Plan is a good option for investors who are looking for a long-term investment that can provide them with the potential for high returns. The fund is suitable for investors who have a time horizon of at least 5 years and who are comfortable with the risk of investing in mid-cap stocks.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Invest Right, Choose the Best SIP for You

Utilise our mutual fund SIP calculator to craft the ideal investment plan and explore a diverse range of top-performing mutual funds. Backed by comprehensive analysis, make investment decisions with confidence, knowing that your financial future is in capable hands. Embark on a journey towards lasting prosperity, empowered by strategic investment planning and informed decision-making.

FAQs

What is today's NAV of Aditya Birla Sun Life Midcap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Midcap Fund on Jun 30 2025, is ₹889.39

What is the AUM of Aditya Birla Sun Life Midcap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Midcap Fund, is ₹5922.32 crore.

What is the expense ratio of Aditya Birla Sun Life Midcap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Midcap Fund is 1.09%

What are the returns of Aditya Birla Sun Life Midcap Fund since inception?

The Aditya Birla Sun Life Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 17.38 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Midcap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Midcap Fund is ₹100.

How do I invest in Aditya Birla Sun Life Midcap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Aditya Birla Sun Life Midcap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Midcap Fund on Jun 30 2025, is ₹889.39

What is the AUM of Aditya Birla Sun Life Midcap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Midcap Fund, is ₹5922.32 crore.

What is the expense ratio of Aditya Birla Sun Life Midcap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Midcap Fund is 1.09%

What are the returns of Aditya Birla Sun Life Midcap Fund since inception?

The Aditya Birla Sun Life Midcap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 17.38 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Midcap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Midcap Fund is ₹100.

How do I invest in Aditya Birla Sun Life Midcap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.