Aditya Birla SL Midcap Fund – Direct Growth

Equity · Mid Cap
 · ★★
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
1.02 %
Expense Ratio
★★
Rating
6,148
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 September 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 46.1% 22.9% 27.6% 19%
Category Average 46.4% 27% 32% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
84.46%
View all Holdings
Holdings Sector Instrument Asset
Coromandel Inter Fertilizers Equity 3.34%
Torrent Power Power Generation & Distribution Equity 3.3%
Chola Financial Finance Equity 2.99%
Glenmark Pharma. Pharmaceuticals Equity 2.96%
Fortis Health. Healthcare Equity 2.96%
AU Small Finance Banks Equity 2.69%
Phoenix Mills Realty Equity 2.62%
Mphasis IT - Software Equity 2.52%
Shriram Finance Finance Equity 2.34%
K P R Mill Ltd Readymade Garments/ Apparells Equity 2.34%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.28%
Gujarat Fluoroch Chemicals Equity 2.18%
Max Financial Finance Equity 2.14%
Voltas Consumer Durables Equity 2.13%
United Breweries Alcoholic Beverages Equity 1.97%
Federal Bank Banks Equity 1.94%
Bharat Forge Castings, Forgings & Fastners Equity 1.93%
Thermax Capital Goods-Non Electrical Equipment Equity 1.83%
Lupin Pharmaceuticals Equity 1.75%
Crompton Gr. Con Consumer Durables Equity 1.71%
Tube Investments Steel Equity 1.7%
AIA Engineering Castings, Forgings & Fastners Equity 1.66%
ACC Cement Equity 1.58%
M & M Fin. Serv. Finance Equity 1.52%
Sona BLW Precis. Auto Ancillaries Equity 1.43%
J K Cements Cement Equity 1.43%
NMDC Mining & Mineral products Equity 1.41%
Whirlpool India Consumer Durables Equity 1.37%
Radico Khaitan Alcoholic Beverages Equity 1.3%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.25%
Aditya Bir. Fas. Retail Equity 1.22%
Indian Hotels Co Hotels & Restaurants Equity 1.21%
Ajanta Pharma Pharmaceuticals Equity 1.16%
Sundram Fasten. Auto Ancillaries Equity 1.13%
Apollo Hospitals Healthcare Equity 1.13%
Jindal Steel Steel Equity 1.1%
LIC Housing Fin. Finance Equity 1.08%
Century Textiles Paper Equity 1.06%
Indraprastha Gas Gas Distribution Equity 1.05%
Kalpataru Proj. Infrastructure Developers & Operators Equity 1.04%
Ashok Leyland Automobile Equity 1.04%
Cholaman.Inv.&Fn Finance Equity 1.04%
Cams Services Financial Services Equity 1.04%
Container Corpn. Logistics Equity 1.03%
Exide Inds. Auto Ancillaries Equity 0.92%
TVS Motor Co. Automobile Equity 0.92%
Endurance Tech. Auto Ancillaries Equity 0.82%
Gujarat Gas Gas Distribution Equity 0.81%
Schaeffler India Bearings Equity 0.8%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.78%
Sun TV Network Entertainment Equity 0.78%
Jubilant Food. Quick Service Restaurant Equity 0.74%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 0.73%
Sanofi India Pharmaceuticals Equity 0.72%
LTIMindtree IT - Software Equity 0.7%
SBFC Finance Finance Equity 0.69%
The Ramco Cement Cement Equity 0.68%
HDFC AMC Finance Equity 0.66%
Bank of India Banks Equity 0.65%
Birlasoft Ltd IT - Software Equity 0.57%
Vedant Fashions Readymade Garments/ Apparells Equity 0.54%
ICICI Bank Banks Equity 0.53%
Oil India Crude Oil & Natural Gas Equity 0.53%
Kansai Nerolac Paints/Varnish Equity 0.52%
Sanofi Consumer Pharmaceuticals Equity 0.49%
Supreme Inds. Plastic products Equity 0.49%
Akzo Nobel Paints/Varnish Equity 0.49%
S A I L Steel Equity 0.48%
Tata Consumer Plantation & Plantation Products Equity 0.47%
MRF Tyres Equity 0.46%
Aarti Industries Chemicals Equity 0.43%
Atul Chemicals Equity 0.42%
Emami FMCG Equity 0.4%
Zee Entertainmen Entertainment Equity 0.4%
Gland Pharma Pharmaceuticals Equity 0.29%
GFL Finance Equity 0.29%
Metropolis Healt Healthcare Equity 0.24%
Craftsman Auto Auto Ancillaries Equity 0.21%
Interarch Build. Steel Equity 0.2%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.18%
Solara Active Pharmaceuticals Equity 0.15%
GMR Airports Inf Miscellaneous Equity 0.14%
Aditya Birla Cap Finance Equity 0.11%
APL Apollo Tubes Steel Equity 0.11%
Bharti Airtel PP Telecomm-Service Equity 0.05%
Auto Components
9.77%
Finance
9.75%
Pharmaceuticals & Biotech
6.69%
Consumer Durables
6.67%
Banks
5.8%
Others
61.32%
View all Sectors
Sectors Asset
Auto Components 9.77%
Finance 9.75%
Pharmaceuticals & Biotech 6.69%
Consumer Durables 6.67%
Banks 5.8%
Industrial Products 4.66%
Healthcare Services 4.04%
Cement & Cement Products 3.88%
IT-Software 3.59%
Power 3.56%
Chemicals & Petrochemical 3.28%
Fertilisers & Agrochemica 3.18%
Retailing 3.18%
Beverages 3.12%
Realty 2.52%
Textiles & Apparels 2.5%
Insurance 2.14%
Electrical Equipments 2.14%
Leisure Services 1.9%
Gas 1.85%
Capital Markets 1.74%
Ferrous Metals 1.69%
Minerals & Mining 1.54%
Entertainment 1.37%
Debt 1.25%
Transport Services 1.2%
Paper, Forest & Jute Prod 1.16%
Construction 1.07%
Agricultural, Commercial 1.05%
Automobiles 0.83%
Industrial Manufacturing 0.78%
Food Products 0.49%
Agricultural Food & other 0.46%
Oil 0.42%
Personal Products 0.41%
Transport Infrastructure 0.16%
Others 0.08%
Cash & Others 0.05%
Telecom-Services 0.04%
Equity
98.48%
Reverse Repos
1.46%
Derivatives
0.08%
Cash & Current Asset
0%
Net Curr Ass/Net Receivables
-0.02%
Others
0%

Advance Ratio

-1.69
Alpha
4.06
SD
0.89
Beta
1.09
Sharpe

Exit Load

Exit Load 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Fund Objective

An open-ended growth scheme with the objective to achieve long-term growth of capital at controlled level of risk by primarily investing in midcap stocks.

Fund Managers

Anil Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Midcap Fund – Direct Growth ?

You can invest in Aditya Birla SL Midcap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Midcap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Midcap Fund – Direct Growth ?

The NAV of Aditya Birla SL Midcap Fund – Direct Growth is ₹913.3 as of 18 September 2024.

How to redeem Aditya Birla SL Midcap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is PE and PB ratio of Aditya Birla SL Midcap Fund – Direct Growth?

Aditya Birla SL Midcap Fund – Direct Growth's PE ratio is 23.71 and PB ratio is 2.86 as of 18 September 2024

What are the top stock holdings of Aditya Birla SL Midcap Fund – Direct Growth?

The top stock holdings of Aditya Birla SL Midcap Fund – Direct Growth are
  1. Coromandel Inter - 3.34%
  2. Torrent Power - 3.3%
  3. Chola Financial - 2.99%
  4. Glenmark Pharma. - 2.96%
  5. Fortis Health. - 2.96%

How can I redeem my investments in Aditya Birla SL Midcap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Midcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Aditya Birla SL Midcap Fund – Direct Growth generated ?

The Aditya Birla SL Midcap Fund – Direct Growth has delivered 19% since inception

What is the expense ratio of Aditya Birla SL Midcap Fund – Direct Growth ?

The expense ratio of Aditya Birla SL Midcap Fund – Direct Growth is 1.02 % as of 18 September 2024.

What is the AUM of Aditya Birla SL Midcap Fund – Direct Growth?

The AUM of Aditya Birla SL Midcap Fund – Direct Growth is ₹3,12,323 Cr as of 18 September 2024

What is the minimum sip amount of Aditya Birla SL Midcap Fund – Direct Growth?

The minimum SIP amount of Aditya Birla SL Midcap Fund – Direct Growth is ₹100

What are the top sectors Aditya Birla SL Midcap Fund – Direct Growth has invested in?

The top sectors Aditya Birla SL Midcap Fund – Direct Growth has invested in are
  1. Auto Components - 9.77%
  2. Finance - 9.75%
  3. Pharmaceuticals & Biotech - 6.69%
  4. Consumer Durables - 6.67%
  5. Banks - 5.8%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Midcap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Midcap Fund – Direct Growth based on your investment objective and risk tolerance.
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