Aditya Birla Sun Life Midcap Fund Growth Return

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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)

6,290 Cr

Lock In Period

N/A

Expense Ratio

2.04

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

Summary

Aditya Birla Sun Life Midcap Fund Growth NAV is ₹811.31 as of 29 May, 2026. Aditya Birla Sun Life Midcap Fund Growth has delivered 69.88% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Midcap Fund Growth is ₹100. The AUM of Aditya Birla Sun Life Midcap Fund Growth is ₹6,290 Cr. The expense ratio of the fund is 2.04%, and its benchmark is Nifty Midcap 100 Total Return. The current exit load of the fund 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 last 1M months, Aditya Birla Sun Life Midcap Fund Growth has delivered 1.21% returns.

Aditya Birla Sun Life Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.210.415.21
6M1.131.8026.07
1Y6.165.2647.78
3Y19.3216.40142.86

Portfolio Analysis

  • Equity: 96.99%
  • Debt: 2.96%
  • Others
As on: 2026-04-30
View allocation % by

1. AU Small Finance Bank Limited3.25%
2. The Federal Bank Limited3.21%
3. City Union Bank Limited1.14%

1. MphasiS Limited1.49%
2. Persistent Systems Limited1.42%
3. Hexaware Technologies limited1.33%
4. KPIT Technologies Limited1.28%
5. Billionbrains Garage Ventures Ltd1.21%

1. Max Financial Services Limited3.09%
2. 360 ONE WAM Ltd1.28%
3. Cholamandalam Financial Holdings Limited0.90%
4. Aditya Birla Capital Limited0.17%

1. KEI Industries Limited2.17%
2. RR Kabel Ltd1.34%
3. Motherson Sumi Wiring India Limited0.90%
4. POLYCAB INDIA Limited0.48%

1. JK Cement Limited2.88%
2. JSW Cement Ltd1.00%

1. Dixon Technologies (India) Limited2.24%
2. Whirlpool of India Limited0.80%
3. Voltas Limited0.65%

1. Prestige Estates Projects Limited2.06%
2. Phoenix Mills Limited1.58%

1. Poonawalla Fincorp Limited1.37%
2. Muthoot Finance Limited1.27%
3. L&T Finance Limited0.70%

1. Thermax Limited3.25%

1. Navin Fluorine International Limited2.22%
2. SRF Limited0.93%

1. Torrent Power Limited3.04%

1. Fortis Healthcare Limited1.22%
2. Apollo Hospitals Enterprise Limited1.21%
3. Dr. Lal Path Labs Limited0.40%

1. APL Apollo Tubes Limited2.64%
2. WELSPUN CORP LIMITED0.07%

1. Ajanta Pharmaceuticals Limited1.82%
2. IPCA Laboratories Limited0.70%
3. Sanofi India Limited0.14%

1. Swiggy Ltd1.57%
2. MEESHO LTD0.68%

1. K.P.R. Mill Limited2.23%

1. Atul Limited2.14%

1. Bank of Maharashtra1.26%
2. Bank of India0.75%

1. Housing & Urban Development Corporation Limited2.00%

1. Jindal Steel & Power Limited1.97%

1. Minda Industries Ltd1.91%

1. Supreme Industries Limited1.78%

1. PB Fintech Limited1.78%

1. Radico Khaitan Limited0.96%
2. United Spirits Limited0.73%

1. Inventurus Knowledge Solutions Ltd1.04%
2. Firstsource Solutions Limited0.41%

1. Vishal Mega Mart Ltd1.42%

1. Rolex Rings Limited0.71%
2. Bharat Forge Limited0.62%

1. Aptus Value Housing Finance India Ltd1.30%

1. Suzlon Energy Limited1.23%

1. Apar Industries Limited1.20%

1. TVS Motor Company Limited1.11%

1. Schaeffler India Limited1.09%

1. Adani Ports and Special Economic Zone Limited1.07%

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 ₹6,290 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.04. 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
LIC MF Midcap Fund Growth1346.56 CR2.44
Franklin India Mid Cap Fund Growth312102.39 CR1.8
Aditya Birla Sun Life Midcap Fund Growth26290.41 CR2.04
ICICI Prudential MidCap Fund Growth47556.68 CR1.77
HSBC Midcap Fund Growth413386.58 CR3.59
Fund Name1Y3Y
This FundLIC MF Midcap Fund Growth3.088369.5226
This FundFranklin India Mid Cap Fund Growth0.74169.6802
This FundAditya Birla Sun Life Midcap Fund Growth6.164669.8829
This FundICICI Prudential MidCap Fund Growth20.842103.9204
This FundHSBC Midcap Fund Growth20.3599107.551

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 2.04. 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 : 1.21%
  • 6 Months : 1.13%
  • 1 Year : 6.16%
  • 3 Years : 19.32%
Returns of Aditya Birla Sun Life Midcap Fund Growth are updated daily based on NAV of ₹ 811.31 as on May 27,2026. Since inception, the return has been 69.88%.

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 ₹6,290 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.