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Aditya Birla SL Midcap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.07 | 52.16 | 1.59 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.28 | 58.07 | 1.74 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Midcap Fund(IDCW) | 19.81% | 12.61% | 12.99% |
| HDFC Mid-Cap Opportunities Fund(IDCW) | 23.76% | 21.15% | 14.28% |
| Kotak Emerging Equity Fund(IDCW-Payout) | 38.46% | 25.80% | 17.70% |
| Nippon India Growth Fund(IDCW) | 24.65% | 22.44% | 11.34% |
Price Comparison
Compare Aditya Birla SL Midcap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Fortis Healthcare Ltd3M change : 0.49 %
Holdings
3.45 %
0.49 % - Coromandel International Ltd3M change : -0.25 %
Holdings
3.09 %
-0.25 % - Torrent Power Ltd3M change : -0.50 %
Holdings
2.80 %
-0.50 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
94
Total AUM
₹ 3,71,702.98 Cr.
Fund Manager Profile
Vishal Gajwani
AUM: ₹11,799.53 Cr.
|
Exp: 15yrs
Dhaval Joshi
AUM: ₹67,071.37 Cr.
|
Exp: 15yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%