Investment 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 House

Aditya Birla Sun Life Mutual Fund

Return Since Launch

41.78%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.56 vs 14.47

Fund Vs Category Avg

Beta

0.94 vs 0.91

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Au Small Finance Bank Ltd.	3.42	Banks	Equity
Max Financial Services Ltd.	3.21	Finance	Equity
Fortis Healthcare Ltd.	2.73	Pharmaceuticals and health care	Equity
APL Apollo Tubes Ltd.	2.68	Iron and Steel	Equity
KPR Mill Ltd.	2.66	Textiles	Equity
Thermax Ltd.	2.60	Engineering	Equity
Federal Bank Ltd.	2.40	Banks	Equity
JK Cement Ltd.	2.31	Cement	Equity
Prestige Estates Projects Ltd.	2.30	Construction	Equity
Torrent Power Ltd.	2.23	Power	Equity

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Nov 6, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.75	1.78	3.07	10.59	20.03	20.09	24.78	14.95	41.78
Category Average (%)	-0.83	0.94	3.41	11.71	1.81	18.58	19.60	NA	19.81
Rank within Category	30	61	118	108	87	57	42	46	5

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	221.16	84,855	-0.16	2.68	5.78	13.69	6.76	25.95	29.56	19.37	27.24	0.72
Kotak Midcap Fund	158.85	58,300	-1.19	-1.49	1.96	14.35	3.73	22.46	27.57	19.55	24.01	0.37
Nippon India Growth Mid Cap Fund	4,631.49	39,329	-0.76	1.06	4.06	11.75	3.59	25.48	29.50	19.20	61.22	0.75
Motilal Oswal Midcap Fund	118.03	34,749	-1.18	0.15	1.67	8.78	-2.96	25.85	32.90	19.32	23.48	0.71
Axis Midcap Fund	132.51	31,147	-0.93	-0.17	1.90	10.77	3.15	19.48	22.09	17.86	22.27	0.56
SBI Midcap Fund	260.39	22,209	-0.66	1.56	2.72	4.63	-2.03	16.38	25.48	15.83	28.87	0.86
DSP Mid Cap Fund	165.05	19,162	-0.67	-0.06	2.96	11.42	1.44	19.44	19.47	16.34	24.38	0.70
Mirae Asset Midcap Fund	40.85	17,194	-0.64	2.03	6.49	17.98	6.93	21.38	26.78	NA	25.13	0.56
Sundaram Mid Cap Fund	1,562.99	12,585	-0.63	1.96	5.00	14.01	4.88	24.72	27.11	16.38	48.15	0.92
Franklin India Mid Cap Fund	3,140.67	12,213	-0.26	2.40	3.42	9.55	2.06	22.57	24.16	16.59	56.40	0.95

View All

Nov 6, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,036 (+0.72%)

Fund Manager

Vishal Gajwani

Mr. Vishal Gajwani is CA and CFA (US). Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.

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Here is the list of funds managed by Vishal Gajwani

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Aditya Birla Sun Life Midcap Fund	Equity - Mid Cap	888.08	6,008	0.72	24.78
Aditya Birla Sun Life Large and Mid Cap Fund	Equity - Large & Mid Cap	1,018.84	5,692	2.80	16.80

Nov 6, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Aditya Birla Sun Life Liquid Fund	434.61	57,912	0.10	0.48	1.47	3.06	6.81	7.15	5.83	6.31	12.11	0.21
Aditya Birla Sun Life Large Cap Fund	594.84	30,001	-0.63	1.66	3.63	6.37	4.68	15.92	19.02	13.86	37.42	0.98
Aditya Birla Sun Life Corporate Bond Fund	117.44	29,971	0.18	0.60	1.44	2.78	8.10	8.15	6.54	7.84	21.13	0.32
Aditya Birla Sun Life Money Manager Fund	383.95	29,463	0.10	0.48	1.50	3.42	7.71	7.75	6.31	6.98	11.03	0.22
Aditya Birla Sun Life Flexi Cap Fund	2,068.10	23,266	-0.76	2.41	5.41	8.70	6.06	17.99	20.05	15.54	51.42	0.86
Aditya Birla Sun Life Arbitrage Fund	29.26	22,619	0.18	0.61	1.47	3.16	7.23	7.84	6.42	6.41	8.71	0.31