Aditya Birla Sun Life Midcap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Midcap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

6,723 Cr

Lock In Period

N/A

Expense Ratio

2.01

Exit Load

For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV.For redemption / switch-out of units aer 90 days from the date of allotment: Nil.

Benchmark

Nifty Midcap 100 Total Return

Aditya Birla Sun Life Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.340.665.35
6M9.082.8526.07
1Y12.185.8847.78
3Y17.7114.69142.86

Portfolio Analysis

  • Equity: 98.01%
  • Debt: 1.96%
  • Others
As on: 2026-07-31
View allocation % by

1. The Federal Bank Ltd.3.76%
2. AU Small Finance Bank Ltd.3.02%
3. City Union Bank Ltd.1.62%

1. Billionbrains Garage Ventures Ltd.2.96%
2. Hexaware Technologies Ltd.1.56%
3. Persistent Systems Ltd.1.54%
4. Mphasis Ltd.1.03%
5. KPIT Technologies Ltd.1.02%

1. Ajanta Pharma Ltd.2.44%
2. Sai Life Sciences Ltd.1.35%
3. IPCA Laboratories Ltd.0.75%
4. Alkem Laboratories Ltd.0.68%
5. Biocon Ltd.0.24%

1. Fortis Healthcare Ltd.1.65%
2. Manipal Health Enterprises Ltd.1.48%
3. Dr. Lal Path labs Ltd.1.14%
4. Apollo Hospitals Enterprise Ltd.0.64%

1. Max Financial Services Ltd.2.57%
2. 360 ONE WAM Ltd.1.37%

1. JK Cement Ltd.2.78%
2. JSW Cement Ltd.1.01%

1. L&T Finance Ltd.1.98%
2. Poonawalla Fincorp Ltd.1.43%

1. Thermax Ltd.2.78%
2. INDO-MIM Ltd.0.43%

1. Navin Fluorine International Ltd.2.30%
2. SRF Ltd.0.91%

1. KEI Industries Ltd.1.91%
2. Motherson Sumi Wiring India Ltd.0.84%

1. United Spirits Ltd.1.53%
2. Radico Khaitan Ltd.0.99%

1. APL Apollo Tubes Ltd.2.44%

1. Dixon Technologies (India) Ltd.1.78%
2. Whirlpool of India Ltd.0.61%

1. Torrent Power Ltd.2.31%

1. Prestige Estates Projects Ltd.2.20%

1. Apar Industries Ltd.1.31%
2. Gujarat Fluorochemicals Ltd.0.87%

1. Swiggy Ltd.1.30%
2. Meesho Ltd.0.87%

1. PB Fintech Ltd.2.11%

1. UNO Minda Ltd.1.90%

1. Bank of Maharashtra1.19%
2. Bank of India0.70%

1. Inventurus Knowledge Solutions Ltd.1.22%
2. Firstsource Solutions Ltd.0.54%

1. Housing and Urban Development Corporation Ltd.1.65%

1. Supreme Industries Ltd.1.59%

1. Astral Ltd.1.58%

1. Vishal Mega Mart Ltd.1.53%

1. K.P.R. Mill Ltd.1.50%

1. Mrs. Bectors Food Specialities Ltd.1.48%

1. Wework India Management Ltd.1.38%

1. TVS Motor Company Ltd.1.29%

1. Bharat Forge Ltd.0.67%
2. Rolex Rings Ltd.0.62%

1. Aptus Value Housing Finance India Ltd.1.24%

1. Stylam Industries Ltd.1.09%

1. Ashok Leyland Ltd.1.05%

1. Schaeffler India Ltd.1.01%
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About Fund Aditya Birla Sun Life Midcap Fund Growth

Aditya Birla Sun Life Midcap Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹6,723 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.01. Under the expert guidance of Vishal Gajwani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vishal Gajwani

Mr. Vishal Gajwani is CA and CFA (US). Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mirae Asset Midcap Fund Growth420,267 CR1.98
Axis Midcap Fund Growth334,403 CR1.73
Aditya Birla Sun Life Midcap Fund Growth26,722 CR2.01
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundMirae Asset Midcap Fund Growth14.251961.7245
This FundAxis Midcap Fund Growth9.663661.7744
This FundAditya Birla Sun Life Midcap Fund Growth12.177363.1131
This FundInvesco India Midcap Fund Growth10.879692.2906
This FundHSBC Midcap Fund Growth22.068994.7342

Aditya Birla Sun Life Midcap Fund Growth FAQs

Aditya Birla Sun Life Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Midcap Fund Growth is 2.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.34%
  • 6 Months : 9.08%
  • 1 Year : 12.18%
  • 3 Years : 17.71%
Returns of Aditya Birla Sun Life Midcap Fund Growth are updated daily based on NAV of ₹ 867.68 as on Aug 17,2026. Since inception, the return has been 63.11%.

You can invest in Aditya Birla Sun Life Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Midcap Fund Growth is ₹6,723 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.