Return

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

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

5,493 Cr

Lock In Period

N/A

Expense Ratio

1.9

Benchmark

Nifty Midcap 100 Total Return

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.

Summary

Latest details for Aditya Birla Sun Life Midcap Fund Growth include a 780.92 NAV as of Apr 16,2026 and returns since inception of 73.89%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Midcap Fund Growth AUM is ₹5,493 Cr, with a lock-in of N/A years, expense ratio of 1.9%, and benchmark Nifty Midcap 100 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 7.52% returns, against a category average of 1.46% and a category best of 11.67%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.521.4611.67
6M-1.731.7826.07
1Y9.776.3947.78
3Y20.2516.34142.86

Portfolio Analysis

  • Equity: 97.25%
  • Debt: 2.71%
  • Others
As on: 2026-03-31
View allocation % by

1. MphasiS Limited1.81%
2. Persistent Systems Limited1.65%
3. Hexaware Technologies limited1.44%
4. KPIT Technologies Limited1.23%
5. Billionbrains Garage Ventures Ltd0.97%

1. The Federal Bank Limited3.33%
2. AU Small Finance Bank Limited3.09%
3. City Union Bank Limited0.63%

1. Max Financial Services Limited3.33%
2. 360 ONE WAM Ltd1.12%
3. HDB Financial Services Limited1.09%
4. Cholamandalam Financial Holdings Limited0.90%
5. Aditya Birla Capital Limited0.17%

1. KEI Industries Limited2.07%
2. RR Kabel Ltd1.26%
3. Motherson Sumi Wiring India Limited0.80%
4. POLYCAB INDIA Limited0.46%

1. JK Cement Limited3.17%
2. JSW Cement Ltd1.03%

1. Ajanta Pharmaceuticals Limited2.07%
2. IPCA Laboratories Limited0.84%
3. Cohance Lifesciences Limited0.66%
4. Sanofi India Limited0.15%

1. Dixon Technologies (India) Limited2.22%
2. Whirlpool of India Limited0.73%
3. Voltas Limited0.66%

1. Prestige Estates Projects Limited1.88%
2. Phoenix Mills Limited1.54%

1. Navin Fluorine International Limited2.29%
2. SRF Limited1.04%

1. Thermax Limited3.20%

1. APL Apollo Tubes Limited3.08%
2. WELSPUN CORP LIMITED0.05%

1. Torrent Power Limited2.61%

1. Apollo Hospitals Enterprise Limited1.35%
2. Fortis Healthcare Limited1.20%

1. Swiggy Ltd1.73%
2. MEESHO LTD0.66%

1. Atul Limited2.29%

1. K.P.R. Mill Limited2.26%

1. Muthoot Finance Limited1.34%
2. Poonawalla Fincorp Limited0.78%

1. Supreme Industries Limited2.11%

1. Jindal Steel & Power Limited2.05%

1. Inventurus Knowledge Solutions Ltd0.96%
2. L&T Technology Services Limited0.61%
3. Firstsource Solutions Limited0.45%

1. Bank of Maharashtra1.00%
2. Bank of India0.84%

1. Housing & Urban Development Corporation Limited1.65%

1. PB Fintech Limited1.64%

1. Minda Industries Ltd1.62%

1. Radico Khaitan Limited0.84%
2. United Spirits Limited0.67%

1. Vishal Mega Mart Ltd1.40%

1. Bharat Forge Limited0.63%
2. Rolex Rings Limited0.62%

1. TVS Motor Company Limited1.23%

1. Schaeffler India Limited1.17%

1. Apar Industries Limited1.11%
2. Gujarat Fluorochemicals Limited0.05%

1. Vedanta Limited1.07%

1. Hitachi Energy India Limited1.07%

1. CEAT Limited1.06%

1. Aptus Value Housing Finance India Ltd1.03%

About Fund

Aditya Birla Sun Life Midcap Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹5,493 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.9. 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 Name1Y3Y
This FundDSP Mid Cap Fund Growth13.893573.1832
This FundLIC MF Midcap Fund Growth7.800473.6552
This FundAditya Birla Sun Life Midcap Fund Growth9.774973.8875
This FundICICI Prudential MidCap Fund Growth26.112999.9627
This FundInvesco India Midcap Fund Growth14.983100.5935

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 1.9. 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 : 7.52%
  • 6 Months : -1.73%
  • 1 Year : 9.77%
  • 3 Years : 20.25%
Returns of Aditya Birla Sun Life Midcap Fund Growth are updated daily based on NAV of ₹ 780.92 as on Apr 16,2026. Since inception, the return has been 73.89%.

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 ₹5,493 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.
Min Inv Amount: ₹500