Aditya Birla Sun Life Mid Cap Fund Regular-Growth
The fund is rated 0.5 stars. The balance between returns and downside risk provided some support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Higher annual fee of 2.03% was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 6966.285 AUM and a 2.03 expense ratio. Considering all these factors, we have rated this fund as 0.5 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
30 Sep 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (77)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| The Federal Bank Ltd. | 3.04% | ₹198.8 Cr | 62,63,520 |
| APL Apollo Tubes Ltd. | 3.01% | ₹197.35 Cr | 9,01,080 |
| AU Small Finance Bank Ltd. | 2.99% | ₹196.08 Cr | 19,40,849 |
| Billionbrains Garage Ventures Ltd. | 2.87% | ₹188.02 Cr | 1,02,23,440 |
| JK Cement Ltd. | 2.66% | ₹174.08 Cr | 3,42,940 |
| Ajanta Pharma Ltd. | 2.62% | ₹171.62 Cr | 4,73,984 |
| Navin Fluorine International Ltd. | 2.57% | ₹168.63 Cr | 2,04,519 |
| Max Financial Services Ltd. | 2.41% | ₹158.11 Cr | 11,51,200 |
| Thermax Ltd. | 2.25% | ₹147.29 Cr | 4,34,194 |
| Prestige Estates Projects Ltd. | 2.07% | ₹135.87 Cr | 9,16,888 |
Fund விவரங்கள்
Long term capital growth. Investments primarily in mid cap stocks.
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Exit load of 1%, if redeemed within 90 days.