Aditya Birla Sun Life Mid Cap Fund Regular-Growth
Aditya Birla Sun Life Mid Cap Fund Regular-Growth: Mutual Fund Overview
Aditya Birla Sun Life Mid Cap Fund Regular-Growth is an Mid Cap mutual fund with over 23.44 years of performance history. The scheme manages an AUM of ₹6130.27 Cr and has a NAV of ₹738.77. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 9.54%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 9.54% at 12 Mar 2026 06:47 PM
Fund Details
NAV 738.77
Sub-Type Mid Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 23.44
Fund Size(in Crores) 6130.27
Fund Performance
1 Month -7.84%
3 Month -6.58%
6 Month -6.21%
1 Year 9.54%
3 Year 18.08%
5 Year 15.51%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (68.77%) Market Cap Large Cap 52.38 Small Cap 7.23 Mid Cap 9.15 Top Sectors Financial 23.35 Energy 6.94 Automobile 6.22 Technology 5.75 Services 4.88 Capital Goods 4.56 Construction 4.14 Communication 3.4 Consumer Staples 2.9 Healthcare 2.03 Materials 1.91 Chemicals 1.48 Consumer Discretionary 1.21 Top Holding Bajaj Finance 2.21 Tata Consumer Products 1 Bharat Electronics 1.71 Chennai Super Kings 0 Bajaj Auto 0.78 Mahindra & Mahindra 2.67 Tata Power Company 0.94 Power Fin. Corp. 1.37 Trent 0.44 Hindustan Unilever 1.54 PB Fintech 1.34 Larsen & Toubro 3.65 Cholamandalam Investment and Finance Company 1.75 Kwality Wall's (India) 0.02 Amara Raja Energy & Mobility 0.94 Maruti Suzuki India 0.81 Tech Mahindra 0.31 Coforge 0.83 Fractal Analytics 1.05 HCL Technologies 1.67 Cummins India 1.51 Interglobe Aviation 1.06 Mankind Pharma 0.83 Home First Finance Company India 0.71 Ultratech Cement 1.14 GAIL (India) 0.5 CRISIL 0.64 Infosys 1.9 State Bank of India 1.95 The Indian Hotels Company 0.25 TVS Motor Company 1.24 Indraprastha Gas 0.52 Bharti Airtel 3.4 Kotak Mahindra Bank 2.55 Prudent Corporate Advisory Services 0.54 Bharat Petroleum Corporation 1.16 Reliance Industries 3.82 Indegene 0.46 Coromandel International 1.48 HDFC Bank 6.9 Billionbrains Garage Ventures 0.61 Amber Enterprises India 1.21 Sun Pharmaceutical Industries 0.74 Jubilant FoodWorks 1.14 JK Cement 0.77 Hindustan Aero 0.39 ICICI Bank 4.78 United Spirits 0.34 UNO Minda 0.71 Prestige Estates Projects 0.49
Debt & Others (31.240000000000002%) Sector Allocation State Development Loan 0.28 Real Estate Investment Trusts 2.11 Commercial Paper 0.61 Debt Credit Ratings AAA 9.68 SOV 7.31 Cash & Call Money 6.4 A1+ 3.89 AA+ 1.6 Debt Category Tamilnadu State 0.16 Bajaj Finance 0.56 Brookfield India Real Estate Trust REIT 0.78 Embassy Office Parks REIT 1.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -4.5% Ret 1Y 9.14% Ret 3Y 13.04% Ret 5Y 10.5%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -6.4% Ret 1Y 7.35% Ret 3Y 12.87% Ret 5Y 9.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -4.88% Ret 1Y 9.35% Ret 3Y 13.51% Ret 5Y 7.97%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -5.1% Ret 1Y 6.87% Ret 3Y 11.21% Ret 5Y 8.19%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.88%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Vishal Gajwani
Education Mr. Gajwani is CA and CFA (US)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
Harish Krishnan
Education Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 64
Date of Incorporation 2002-10-03
Total AUM 435493.47
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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