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)

6,624 Cr

Lock In Period

N/A

Expense Ratio

2.02

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(%)
1M0.880.385.17
6M10.112.9226.07
1Y6.264.9847.78
3Y16.7215.02142.86

Portfolio Analysis

  • Equity: 97.38%
  • Debt: 2.59%
  • Others
As on: 2026-06-30
View allocation % by

1. Billionbrains Garage Ventures Ltd3.46%
2. Hexaware Technologies limited1.45%
3. Persistent Systems Limited1.22%
4. KPIT Technologies Limited1.16%
5. MphasiS Limited0.96%

1. The Federal Bank Limited3.51%
2. AU Small Finance Bank Limited3.04%
3. City Union Bank Limited1.66%

1. Ajanta Pharmaceuticals Limited2.45%
2. SAI Life Sciences Ltd1.29%
3. IPCA Laboratories Limited0.74%

1. Max Financial Services Limited2.75%
2. 360 ONE WAM Ltd1.31%
3. Cholamandalam Financial Holdings Limited0.21%

1. KEI Industries Limited2.11%
2. Motherson Sumi Wiring India Limited0.84%
3. RR Kabel Ltd0.75%
4. POLYCAB INDIA Limited0.56%

1. JK Cement Limited2.82%
2. JSW Cement Ltd1.04%

1. Apollo Hospitals Enterprise Limited1.31%
2. Fortis Healthcare Limited1.20%
3. Dr. Lal Path Labs Limited1.00%

1. Poonawalla Fincorp Limited1.38%
2. Muthoot Finance Limited1.06%
3. L&T Finance Limited0.95%

1. Navin Fluorine International Limited2.37%
2. SRF Limited0.96%

1. Thermax Limited3.10%

1. Prestige Estates Projects Limited2.17%
2. Phoenix Mills Limited0.32%

1. APL Apollo Tubes Limited2.43%

1. Torrent Power Limited2.35%
2. VEDANTA POWER LIMITED0.05%

1. Swiggy Ltd1.32%
2. MEESHO LTD0.93%

1. Dixon Technologies (India) Limited1.54%
2. Whirlpool of India Limited0.62%

1. Bank of Maharashtra1.40%
2. Bank of India0.72%

1. PB Fintech Limited1.85%

1. Radico Khaitan Limited0.92%
2. United Spirits Limited0.90%

1. Minda Industries Ltd1.78%

1. Housing & Urban Development Corporation Limited1.76%

1. K.P.R. Mill Limited1.70%

1. Jindal Steel & Power Limited1.62%

1. Inventurus Knowledge Solutions Ltd1.13%
2. Firstsource Solutions Limited0.41%

1. Supreme Industries Limited1.47%

1. Apar Industries Limited1.46%

1. Astral Limited1.43%

1. Adani Ports and Special Economic Zone Limited1.11%
2. JSW Infrastructure Ltd0.31%

1. Rolex Rings Limited0.69%
2. Bharat Forge Limited0.67%

1. Aptus Value Housing Finance India Ltd1.32%

1. Vishal Mega Mart Ltd1.30%

1. Wework India Management Ltd1.17%

1. Stylam Industries Ltd1.15%

1. Titagarh Rail System Ltd1.08%

1. Mrs Bectors Food Specialities Limited1.07%

1. Schaeffler India Limited1.05%

1. TVS Motor Company Limited1.05%

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 ₹6,624 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.02. 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 Growth5.139556.1386
This FundSundaram Mid Cap Fund - Institutional Plan Growth38.60256.9746
This FundAditya Birla Sun Life Midcap Fund Growth6.259658.9997
This FundHSBC Midcap Fund Growth17.654589.84
This FundInvesco India Midcap Fund Growth9.340893.7004

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 2.02. 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 : 0.88%
  • 6 Months : 10.11%
  • 1 Year : 6.26%
  • 3 Years : 16.72%
Returns of Aditya Birla Sun Life Midcap Fund Growth are updated daily based on NAV of ₹ 839.06 as on Jul 28,2026. Since inception, the return has been 59.00%.

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 ₹6,624 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.