Aditya Birla SL Midcap Fund

Equity · Mid Cap
 · 
1,000
Min SIP
1,000
Min Lumpsum
1.13 %
Expense Ratio
Rating
3,525
Fund Size (in Cr)
10 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 06 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 13.2% 31% 11.2% 15.4%
Category Average 22.1% 34.2% 15.4% -

Scheme Allocation

By Holding
By Sector
By Asset
Gujarat Fluoroch
4.39%
Cholaman.Inv.&Fn
3.52%
AIA Engineering
3.4%
Coromandel Inter
3.12%
Federal Bank
3.03%
Others
82.55%
Banks
9.47%
Industrial Products
9.39%
Finance
9.06%
Chemicals & Petrochemical
7.38%
IT-Software
6.89%
Others
57.82%
Equity
97.79%
Reverse Repos
1.78%
Net Curr Ass/Net Receivables
0.29%
Derivatives
0.14%
Cash & Current Asset
0%
Others
0%

Advance Ratio

0.08
Alpha
4.56
SD
0.87
Beta
0.53
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 ?

You can invest in Aditya Birla SL Midcap Fund 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 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 ?

The NAV of Aditya Birla SL Midcap Fund is ₹533.1 as of 06 June 2023.

How to redeem Aditya Birla SL Midcap Fund 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?

Aditya Birla SL Midcap Fund's PE ratio is 23.71 and PB ratio is 2.86 as of 06 June 2023

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

The top stock holdings of Aditya Birla SL Midcap Fund are
  1. Gujarat Fluoroch - 4.39%
  2. Cholaman.Inv.&Fn - 3.52%
  3. AIA Engineering - 3.4%
  4. Coromandel Inter - 3.12%
  5. Federal Bank - 3.03%

How much returns have Aditya Birla SL Midcap Fund generated ?

The Aditya Birla SL Midcap Fund has delivered 15.4% since inception

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

The expense ratio of Aditya Birla SL Midcap Fund is 1.13 % as of 06 June 2023.

What is the AUM of Aditya Birla SL Midcap Fund?

The AUM of Aditya Birla SL Midcap Fund is ₹2,75,965 Cr as of 06 June 2023

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

The minimum SIP amount of Aditya Birla SL Midcap Fund is ₹1000

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

The top sectors Aditya Birla SL Midcap Fund has invested in are
  1. Gujarat Fluoroch - 4.39%
  2. Cholaman.Inv.&Fn - 3.52%
  3. AIA Engineering - 3.4%
  4. Coromandel Inter - 3.12%
  5. Federal Bank - 3.03%
Invest Now