Aditya Birla SL Midcap Fund – Direct Growth

Equity · Mid Cap
 · ★★
₹ 100
Min SIP
₹ 1,000
Min Lumpsum
1.07 %
Expense Ratio
★★
Rating
4,981
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 28 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 50.4% 23.5% 18.2% 17%
Category Average 61.6% 26.7% 23.6% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
84.86%
View all Holdings
Holdings Sector Instrument Asset
Gujarat Fluoroch Chemicals Equity 3.4%
Phoenix Mills Realty Equity 3.11%
Torrent Power Power Generation & Distribution Equity 3.07%
K P R Mill Ltd Readymade Garments/ Apparells Equity 2.87%
Fortis Health. Healthcare Equity 2.7%
Mphasis IT - Software Equity 2.62%
Coromandel Inter Fertilizers Equity 2.52%
Chola Financial Finance Equity 2.43%
Shriram Finance Finance Equity 2.29%
Federal Bank Banks Equity 2.28%
Glenmark Pharma. Pharmaceuticals Equity 2.25%
AU Small Finance Banks Equity 2.22%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.06%
Thermax Capital Goods-Non Electrical Equipment Equity 1.88%
Bharat Forge Castings, Forgings & Fastners Equity 1.85%
Voltas Consumer Durables Equity 1.78%
NMDC Mining & Mineral products Equity 1.77%
Cholaman.Inv.&Fn Finance Equity 1.76%
AIA Engineering Castings, Forgings & Fastners Equity 1.74%
Max Financial Finance Equity 1.7%
M & M Fin. Serv. Finance Equity 1.69%
ACC Cement Equity 1.59%
Lupin Pharmaceuticals Equity 1.56%
ICICI Bank Banks Equity 1.56%
Crompton Gr. Con Consumer Durables Equity 1.56%
Coforge IT - Software Equity 1.51%
Indian Hotels Co Hotels & Restaurants Equity 1.36%
Radico Khaitan Alcoholic Beverages Equity 1.3%
Container Corpn. Logistics Equity 1.29%
TVS Motor Co. Automobile Equity 1.28%
Sanofi India Pharmaceuticals Equity 1.25%
Bharat Electron Aerospace & Defence Equity 1.24%
Apollo Hospitals Healthcare Equity 1.22%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 1.15%
Cams Services Miscellaneous Equity 1.11%
Jindal Steel Steel Equity 1.09%
Aditya Bir. Fas. Retail Equity 1.09%
Sona BLW Precis. Auto Ancillaries Equity 1.08%
Century Textiles Paper Equity 1.08%
Aarti Industries Chemicals Equity 1.08%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.06%
J K Cements Cement Equity 1.02%
Indraprastha Gas Gas Distribution Equity 1%
Sun TV Network Entertainment Equity 0.99%
Whirlpool India Consumer Durables Equity 0.97%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.93%
Tube Investments Auto Ancillaries Equity 0.91%
Ashok Leyland Automobile Equity 0.85%
Inox Wind Energy Power Generation & Distribution Equity 0.85%
The Ramco Cement Cement Equity 0.84%
LTIMindtree IT - Software Equity 0.83%
Birlasoft Ltd IT - Software Equity 0.81%
Endurance Tech. Auto Ancillaries Equity 0.79%
Schaeffler India Bearings Equity 0.73%
HDFC AMC Finance Equity 0.7%
Tata Consumer Plantation & Plantation Products Equity 0.66%
Exide Inds. Auto Ancillaries Equity 0.64%
Kansai Nerolac Paints/Varnish Equity 0.63%
Vedant Fashions Retail Equity 0.62%
United Breweries Alcoholic Beverages Equity 0.62%
United Spirits Alcoholic Beverages Equity 0.6%
Bank of India Banks Equity 0.58%
Zee Entertainmen Entertainment Equity 0.57%
S A I L Steel Equity 0.54%
Gateway Distri Logistics Equity 0.53%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.49%
IndusInd Bank Banks Equity 0.48%
Supreme Inds. Plastic products Equity 0.47%
Jubilant Food. Quick Service Restaurant Equity 0.46%
Akzo Nobel Paints/Varnish Equity 0.44%
Atul Chemicals Equity 0.41%
MRF Tyres Equity 0.39%
GFL Finance Equity 0.38%
Emami FMCG Equity 0.37%
NMDC Steel Steel Equity 0.28%
Sundram Fasten. Auto Ancillaries Equity 0.26%
DCB Bank Banks Equity 0.26%
I D F C Finance Equity 0.23%
Metropolis Healt Healthcare Equity 0.23%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.17%
GMR Airports Inf Infrastructure Developers & Operators Equity 0.16%
Dalmia BharatLtd Cement Equity 0.14%
Gujarat Gas Gas Distribution Equity 0.13%
Solara Active Pharmaceuticals Equity 0.12%
Aditya Birla Cap Finance Equity 0.12%
Bharti Airtel PP Telecomm-Service Equity 0.04%
Happy Forgings Castings, Forgings & Fastners Equity 0.02%
Finance
8.89%
Banks
7.38%
Industrial Products
6.13%
Consumer Durables
5.87%
IT-Software
5.78%
Others
65.94%
View all Sectors
Sectors Asset
Finance 8.89%
Banks 7.38%
Industrial Products 6.13%
Consumer Durables 5.87%
IT-Software 5.78%
Pharmaceuticals & Biotech 5.18%
Chemicals & Petrochemical 4.88%
Auto Components 4.82%
Healthcare Services 4.15%
Cement & Cement Products 3.59%
Realty 3.11%
Power 3.07%
Retailing 2.94%
Textiles & Apparels 2.87%
Electrical Equipments 2.73%
Fertilisers & Agrochemica 2.52%
Beverages 2.52%
Debt 2.23%
Ferrous Metals 1.91%
Leisure Services 1.82%
Transport Services 1.82%
Capital Markets 1.81%
Minerals & Mining 1.77%
Insurance 1.7%
Entertainment 1.55%
Automobiles 1.28%
Aerospace & Defense 1.24%
Industrial Manufacturing 1.15%
Gas 1.13%
Paper, Forest & Jute Prod 1.08%
Construction 0.93%
Agricultural, Commercial 0.85%
Agricultural Food & other 0.66%
Personal Products 0.37%
Transport Infrastructure 0.16%
Others 0.1%
Telecom-Services 0.04%
Cash & Others -0%
Equity
97.67%
Reverse Repos
2.23%
Derivatives
0.1%
Cash & Current Asset
0%
Net Curr Ass/Net Receivables
-0%
Others
0%

Advance Ratio

-0.72
Alpha
3.92
SD
0.87
Beta
1.15
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 ₹702.2 as of 28 March 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 28 March 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. Gujarat Fluoroch - 3.4%
  2. Phoenix Mills - 3.11%
  3. Torrent Power - 3.07%
  4. K P R Mill Ltd - 2.87%
  5. Fortis Health. - 2.7%

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 17% 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 1.07 % as of 28 March 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 28 March 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. Finance - 8.89%
  2. Banks - 7.38%
  3. Industrial Products - 6.13%
  4. Consumer Durables - 5.87%
  5. IT-Software - 5.78%

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