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)
₹6,723 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 a er 90 days from the date of allotment: Nil.
Benchmark
Nifty Midcap 100 Total Return
Aditya Birla Sun Life Midcap Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.34 | 0.66 | 5.35 |
| 6M | 9.08 | 2.85 | 26.07 |
| 1Y | 12.18 | 5.88 | 47.78 |
| 3Y | 17.71 | 14.69 | 142.86 |
Portfolio Analysis
- Equity: 98.01%
- Debt: 1.96%
- Others
As on: 2026-07-31
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10,450 CR | 1.59 |
| Tata Mid Cap Fund - Growth | 3 | 6,056 CR | 2.02 |
| Aditya Birla Sun Life Midcap Fund Growth | 2 | 6,722 CR | 2.01 |
| Invesco India Midcap Fund Growth | 3 | 14,721 CR | 1.87 |
| HSBC Midcap Fund Growth | 4 | 15,578 CR | 2.29 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundTata Mid Cap Fund - Growth | 11.1358 | 57.4855 |
| This FundAditya Birla Sun Life Midcap Fund Growth | 11.5037 | 61.6717 |
| This FundInvesco India Midcap Fund Growth | 10.874 | 92.8398 |
| This FundHSBC Midcap Fund Growth | 21.72 | 94.8739 |
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%
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.
