Aditya Birla Sun Life Midcap Fund - Growth
Aditya Birla Sun Life Mutual Fund
₹806.64 (+1.05%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
2.97% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.88%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,073
Invested ₹1,000
▲+7.35%1 year
₹1,030
Invested ₹1,000
▲+2.97%3 years
₹1,131
Invested ₹1,000
▲+13.07%5 years
₹1,112
Invested ₹1,000
▲+11.23%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Midcap 150 TR INR |
|---|---|
| Secondary Index Name | BSE Midcap TR INR |
| Index Name | Nifty Midcap 150 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +2.97% | +13.07% | +11.23% | — |
| Cumulative returns (%) | +2.97% | +44.55% | +70.26% | +206.87% |
Fund Manager
| Manager | Vishal Gajwani |
|---|---|
| Role | Manager |
| Manager Tenure | 1.92 yrs |
About Fund
| Date of Incorporation | 3 Oct 2002 |
|---|---|
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Custodian | Citibank N.A. India |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Trent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East), |
Top Holdings
| Company | Weightage (%) |
|---|---|
| The Federal Bank Ltd | 3.41% |
| AU Small Finance Bank Ltd | 3.03% |
| APL Apollo Tubes Ltd | 2.88% |
| Billionbrains Garage Ventures Ltd | 2.82% |
| Fortis Healthcare Ltd | 2.73% |
| Max Financial Services Ltd | 2.60% |
| Navin Fluorine International Ltd | 2.55% |
| JK Cement Ltd | 2.53% |
| Ajanta Pharma Ltd | 2.45% |
| Thermax Ltd | 2.43% |
| PB Fintech Ltd | 2.38% |
| Torrent Power Ltd | 2.31% |
| Atul Ltd | 2.29% |
| Hexaware Technologies Ltd Ordinary Shares | 2.27% |
| Dixon Technologies (India) Ltd | 2.24% |
| K.P.R. Mill Ltd | 2.23% |
| Prestige Estates Projects Ltd | 2.22% |
| Mphasis Ltd | 2.21% |
| KEI Industries Ltd | 2.12% |
Investment Strategy
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.