Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.27%
1 Month-10.80%
3 Months-12.69%
6 Months-9.27%
1 Year-2.13%
3 Years (CAGR)+17.02%
5 Years (CAGR)+14.43%
10 Years (CAGR)+12.92%
Since Inception (Apr 2006)+13.16%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.19%
3 Year SIP+3.53%
5 Year SIP+9.41%
Since Inception (Apr 2006)+13.71%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹6,130 Cr
Expense Ratio1.87%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code101592
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life MIDCAP Fund-Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Aditya Birla Sun Life MIDCAP Fund-Growth is a Mid Cap mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹6,130 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.87%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations