INF209K01Q30

CASPeR Ranking #102

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth

Very High Risk Mid-Cap Equity

NAV (Tue Nov 05 2024)

₹870

Returns (Since Inception)

19.17%

Category Average

20.84%

Rating

2

Allocation and Holdings

Asset class

Weightage

Utilities

3.21%

Financial Services

8.43%

Basic Materials

5.59%

Healthcare

5.61%

Real Estate

2.45%

Technology

2.33%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹6439.68 Cr


ISIN

INF209K01Q30


Inception Date

Jan 01 2013


Standard Deviation

14.812


Beta

0.9


Sharpe Ratio

0.916


Benchmark

IISL Nifty Midcap 150 TR INR


Expense Ratio

1.020%


Exit Load

For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.

Risk

Very High Risk

Investment Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.

Fund Managers

Anil Shah

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