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

18.14%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.53 vs 14.21

Fund Vs Category Avg

Beta

0.94 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

0.90

Category Avg

Portfolio Turnover Ratio

63.70

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Federal Bank Ltd.	3.36	Banks	Equity
Max Financial Services Ltd.	3.27	Finance	Equity
Au Small Finance Bank Ltd.	3.27	Banks	Equity
JK Cement Ltd.	3.14	Cement	Equity
APL Apollo Tubes Ltd.	2.96	Iron and Steel	Equity
Thermax Ltd.	2.57	Engineering	Equity
Torrent Power Ltd.	2.53	Power	Equity
Prestige Estates Projects Ltd.	2.22	Construction	Equity
MphasiS Ltd.	2.21	Information Technology	Equity
KPR Mill Ltd.	2.16	Textiles	Equity

View All

Mar 4, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-4.70	-4.89	-5.48	-8.77	7.65	11.71	9.44	8.99	18.14
Category Average (%)	-4.52	-3.59	-4.79	-2.66	14.85	18.95	13.00	NA	15.79
Rank within Category	114	130	92	139	125	125	101	76	54

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	76.20	92,187	-5.38	-10.16	-9.97	-4.73	13.25	16.97	13.32	10.68	16.66	0.74
Kotak Midcap Fund	91.58	59,041	-4.64	-2.67	-2.51	-2.47	21.21	21.46	18.95	16.88	18.37	0.38
Nippon India Growth Mid Cap Fund	190.82	41,727	-4.95	-2.87	-1.45	1.40	12.28	18.37	15.06	10.90	25.08	0.74
Motilal Oswal Midcap Fund	43.77	34,432	-3.58	-8.53	-15.00	-16.64	-7.69	12.93	11.93	9.87	13.06	0.77
Axis Midcap Fund	50.02	30,895	-4.08	-1.81	-10.81	-10.26	7.29	10.24	5.88	8.74	13.00	0.57
SBI Midcap Fund	144.60	22,424	-4.48	-3.07	-2.58	0.30	10.34	16.57	16.58	14.58	22.48	0.85
DSP Mid Cap Fund	64.60	19,047	-4.33	-10.83	-10.70	-8.81	11.09	11.11	2.32	9.40	15.21	0.75
Mirae Asset Midcap Fund	25.49	17,659	-4.95	-4.26	-13.46	-9.12	4.56	11.30	8.33	NA	15.23	0.58
Edelweiss Mid Cap Fund	85.62	13,802	-4.28	-3.45	-3.33	0.14	21.19	26.20	18.44	17.33	17.70	0.42
Sundaram Mid Cap Fund	70.70	12,917	-4.73	-3.47	-3.71	-0.22	12.52	15.79	10.56	8.92	16.00	0.87

View All

Mar 4, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,383 (+7.65%)

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(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Aditya Birla Sun Life Midcap Fund	Equity - Mid Cap	89.89	6,041	7.65	9.44
Aditya Birla Sun Life Large and Mid Cap Fund	Equity - Large & Mid Cap	199.18	5,654	9.06	3.58

Mar 4, 2026

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Aditya Birla Sun Life Liquid Fund	150.81	60,285	0.10	0.51	-4.25	-8.67	-16.59	-8.35	-3.43	1.44	3.22	0.21
Aditya Birla Sun Life Large Cap Fund	91.16	30,392	-4.08	-5.11	-6.16	-7.68	5.57	7.25	5.67	10.20	18.26	0.97
Aditya Birla Sun Life Corporate Bond Fund	11.06	28,013	-0.05	0.61	0.67	2.62	7.03	0.79	-3.55	0.50	0.81	0.33
Aditya Birla Sun Life Arbitrage Fund	11.51	26,736	0.13	-0.03	-0.03	-0.27	-0.06	0.53	0.73	0.44	1.12	0.31
Aditya Birla Sun Life Flexi Cap Fund	219.11	24,700	-4.09	-4.17	-4.13	-4.73	10.68	10.53	6.91	9.52	26.40	0.86
Aditya Birla Sun Life ELSS Tax Saver Fund	415.79	14,993	-4.29	-10.69	-11.10	-8.16	8.09	11.95	6.93	11.34	32.70	0.96