Aditya Birla SL Midcap Fund – Direct Growth

Equity · Mid Cap
 · ★★
1,000
Min SIP
1,000
Min Lumpsum
1.09 %
Expense Ratio
★★
Rating
4,336
Fund Size (in Cr)
11 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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 25.4% 30.1% 16.6% 16.6%
Category Average 32.6% 33.8% 20.8% -

Scheme Allocation

By Holding
By Sector
By Asset
2.79%
2.63%
Others
85.37%
View all Holdings
Holdings Sector Instrument Asset
Gujarat Fluoroch Chemicals Equity 3.21%
Chola Financial Finance Equity 3.06%
Coromandel Inter Fertilizers Equity 2.94%
Mphasis IT - Software Equity 2.79%
Federal Bank Banks Equity 2.63%
K P R Mill Ltd Readymade Garments/ Apparells Equity 2.61%
Fortis Health. Healthcare Equity 2.54%
Phoenix Mills Realty Equity 2.43%
AU Small Finance Banks Equity 2.4%
Glenmark Pharma. Pharmaceuticals Equity 2.32%
Crompton Gr. Con Consumer Durables Equity 2.19%
Torrent Power Power Generation & Distribution Equity 2.15%
Bharat Electron Electronics Equity 2.14%
Cholaman.Inv.&Fn Finance Equity 2.09%
Shriram Finance Finance Equity 2.08%
M & M Fin. Serv. Finance Equity 2.04%
AIA Engineering Castings, Forgings & Fastners Equity 2.02%
Bharat Forge Castings, Forgings & Fastners Equity 1.97%
Polycab India Cables Equity 1.94%
Max Financial Finance Equity 1.88%
ICICI Bank Banks Equity 1.68%
Thermax Capital Goods-Non Electrical Equipment Equity 1.67%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 1.61%
Coforge IT - Software Equity 1.53%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.48%
Emami FMCG Equity 1.45%
Voltas Consumer Durables Equity 1.4%
ACC Cement Equity 1.4%
Aarti Industries Chemicals Equity 1.38%
Apollo Hospitals Healthcare Equity 1.27%
Aditya Bir. Fas. Retail Equity 1.22%
Lupin Pharmaceuticals Equity 1.22%
Radico Khaitan Alcoholic Beverages Equity 1.2%
Sanofi India Pharmaceuticals Equity 1.17%
Sun TV Network Entertainment Equity 1.14%
NMDC Mining & Mineral products Equity 1.11%
Jindal Steel Steel Equity 1.11%
TVS Motor Co. Automobile Equity 1.1%
Sona BLW Precis. Auto Ancillaries Equity 1.08%
Ashok Leyland Automobile Equity 1.06%
Century Textiles Paper Equity 1.02%
Container Corpn. Logistics Equity 1.02%
The Ramco Cement Cement Equity 1%
LTIMindtree IT - Software Equity 0.94%
Inox Wind Energy Power Generation & Distribution Equity 0.89%
Whirlpool India Consumer Durables Equity 0.88%
Indian Hotels Co Hotels & Restaurants Equity 0.88%
Vedant Fashions Retail Equity 0.87%
Kansai Nerolac Paints/Varnish Equity 0.83%
Birlasoft Ltd IT - Software Equity 0.73%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.73%
Tata Consumer Plantation & Plantation Products Equity 0.72%
Akzo Nobel Paints/Varnish Equity 0.63%
Exide Inds. Auto Ancillaries Equity 0.62%
United Spirits Alcoholic Beverages Equity 0.6%
Jubilant Food. Quick Service Restaurant Equity 0.59%
Supreme Inds. Plastic products Equity 0.58%
Endurance Tech. Auto Ancillaries Equity 0.57%
Atul Chemicals Equity 0.55%
HDFC AMC Finance Equity 0.54%
IndusInd Bank Banks Equity 0.51%
NMDC Steel Steel Equity 0.51%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.5%
Gateway Distri Logistics Equity 0.48%
Schaeffler India Bearings Equity 0.48%
Restaurant Brand Quick Service Restaurant Equity 0.48%
DCB Bank Banks Equity 0.48%
S A I L Steel Equity 0.46%
IDFC First Bank Banks Equity 0.44%
GFL Finance Equity 0.44%
Bharti Airtel Telecomm-Service Equity 0.42%
Sundram Fasten. Auto Ancillaries Equity 0.36%
GMR Airports Inf Infrastructure Developers & Operators Equity 0.36%
MRF Tyres Equity 0.33%
United Breweries Alcoholic Beverages Equity 0.3%
Metropolis Healt Healthcare Equity 0.22%
Dalmia BharatLtd Cement Equity 0.16%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.16%
Aditya Birla Cap Finance Equity 0.13%
Solara Active Pharmaceuticals Equity 0.11%
Bharti Airtel PP Telecomm-Service Equity 0.03%
Finance
9.99%
Banks
8.38%
Industrial Products
7.87%
Consumer Durables
5.88%
IT-Software
5.64%
Others
62.23%
View all Sectors
Sectors Asset
Finance 9.99%
Banks 8.38%
Industrial Products 7.87%
Consumer Durables 5.88%
IT-Software 5.64%
Pharmaceuticals & Biotech 4.92%
Chemicals & Petrochemical 4.86%
Healthcare Services 4.39%
Debt 3.95%
Auto Components 3.48%
Fertilisers & Agrochemica 2.87%
Cement & Cement Products 2.67%
Electrical Equipments 2.52%
Realty 2.42%
Retailing 2.37%
Beverages 2.37%
Power 2.29%
Textiles & Apparels 2.28%
Aerospace & Defense 2.17%
Ferrous Metals 2.06%
Leisure Services 1.88%
Insurance 1.7%
Industrial Manufacturing 1.55%
Personal Products 1.33%
Transport Infrastructure 1.21%
Automobiles 1.11%
Paper, Forest & Jute Prod 1.1%
Agricultural, Commercial 1.1%
Minerals & Mining 1.09%
Transport Services 1.09%
Entertainment 1.04%
Agricultural Food & other 0.76%
Construction 0.72%
Capital Markets 0.56%
Telecom-Services 0.48%
Others 0.12%
Cash & Others -0.24%
Equity
96.23%
Reverse Repos
3.41%
Net Curr Ass/Net Receivables
0.24%
Derivatives
0.12%
Cash & Current Asset
0%
Others
0%

Advance Ratio

1.15
Alpha
4.22
SD
0.86
Beta
1.86
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

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 ₹624.1 as of 29 September 2023.

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 29 September 2023

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. Gujarat Fluoroch - 3.21%
  2. Chola Financial - 3.06%
  3. Coromandel Inter - 2.94%
  4. Mphasis - 2.79%
  5. Federal Bank - 2.63%

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 16.6% 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 1.09 % as of 29 September 2023.

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

The AUM of Aditya Birla SL Midcap Fund – Direct Growth is ₹2,97,662 Cr as of 29 September 2023

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 ₹1000

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. Finance - 9.99%
  2. Banks - 8.38%
  3. Industrial Products - 7.87%
  4. Consumer Durables - 5.88%
  5. IT-Software - 5.64%

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.
Invest Now