Aditya Birla Sun Life Midcap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹6,966 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

Aditya Birla Sun Life Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.32-1.472.55
6M16.411.6725.82
1Y5.373.0947.78
3Y13.7710.5091.02

Portfolio Analysis

  • Equity: 98.10%
  • Debt: 1.94%
  • Others
As on: 2026-08-31
View allocation % by

1. The Federal Bank Ltd.3.41%
2. AU Small Finance Bank Ltd.3.03%
3. City Union Bank Ltd.1.73%

1. Billionbrains Garage Ventures Ltd.2.82%
2. Persistent Systems Ltd.1.50%
3. Hexaware Technologies Ltd.1.49%
4. Mphasis Ltd.1.03%
5. KPIT Technologies Ltd.0.96%
6. Coforge Ltd.0.18%

1. Ajanta Pharma Ltd.2.45%
2. Sai Life Sciences Ltd.1.45%
3. IPCA Laboratories Ltd.0.82%
4. Alkem Laboratories Ltd.0.81%
5. Biocon Ltd.0.22%

1. Manipal Health Enterprises Ltd1.85%
2. Fortis Healthcare Ltd.1.53%
3. Dr. Lal Path labs Ltd.1.12%

1. Max Financial Services Ltd.2.60%
2. 360 ONE WAM Ltd.1.36%

1. JK Cement Ltd.2.53%
2. JSW Cement Ltd.0.93%

1. Navin Fluorine International Ltd.2.55%
2. SRF Ltd.0.86%

1. L&T Finance Ltd.1.97%
2. Poonawalla Fincorp Ltd.1.38%

1. Thermax Ltd.2.43%
2. INDO-MIM Ltd.0.47%

1. APL Apollo Tubes Ltd.2.88%

1. United Spirits Ltd.1.87%
2. Radico Khaitan Ltd.0.99%

1. KEI Industries Ltd.2.12%
2. Motherson Sumi Wiring India Ltd.0.73%

1. Apar Industries Ltd.1.83%
2. Gujarat Fluorochemicals Ltd.0.90%

1. PB Fintech Ltd.2.38%

1. Prestige Estates Projects Ltd.2.15%

1. UNO Minda Ltd.1.98%

1. Dixon Technologies (India) Ltd.1.25%
2. Whirlpool of India Ltd.0.59%

1. Torrent Power Ltd.1.82%

1. Astral Ltd.1.75%

1. Multi Commodity Exchange of India Ltd.0.98%
2. BSE Ltd.0.73%

1. Inventurus Knowledge Solutions Ltd.1.11%
2. Firstsource Solutions Ltd.0.55%

1. K.P.R. Mill Ltd.1.62%

1. Supreme Industries Ltd.1.58%

1. Mrs. Bectors Food Specialities Ltd.1.57%

1. Vishal Mega Mart Ltd.1.52%

1. Bank of Maharashtra0.81%
2. Bank of India0.69%

1. Housing and Urban Development Corporation Ltd.1.49%

1. Meesho Ltd.1.34%

1. National Aluminium Company Ltd.0.77%
2. Vedanta Aluminium Metal Ltd.0.56%

1. TVS Motor Company Ltd.1.25%

1. Wework India Management Ltd.1.22%

1. Bharat Forge Ltd.0.62%
2. Rolex Rings Ltd.0.55%

1. Aptus Value Housing Finance India Ltd.1.14%

1. Stylam Industries Ltd.1.08%

1. Ashok Leyland Ltd.1.07%

1. GMR Airports Ltd.1.05%

1. Kirloskar Oil Engines Ltd.1.03%

1. Welspun Living Ltd.1.03%
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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 ₹6,966 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 Name1Y3Y
This FundDSP Mid Cap Fund Growth2.38344.9494
This FundTata Mid Cap Fund - Growth4.254746.9265
This FundAditya Birla Sun Life Midcap Fund Growth5.367247.2755
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

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 : -4.32%
  • 6 Months : 16.41%
  • 1 Year : 5.37%
  • 3 Years : 13.77%
Returns of Aditya Birla Sun Life Midcap Fund Growth are updated daily based on NAV of ₹ 829.73 as on Sep 25,2026. Since inception, the return has been 47.28%.

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 ₹6,966 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.
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