Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment
Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment 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 ₹51.52. 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 07:57 PM
Fund Details
NAV 51.52
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 (98.99%) Market Cap Small Cap 28.21 Mid Cap 61.45 Large Cap 9.34 Top Sectors Financial 22.06 Capital Goods 11.71 Services 8.86 Materials 7.72 Automobile 7.09 Technology 6.65 Metals & Mining 6.52 Healthcare 6.04 Chemicals 5.6 Construction 3.61 Consumer Staples 3.55 Consumer Discretionary 3.48 Energy 3.13 Textiles 2.2 Others 0.78 Top Holding Mphasis 1.82 Mrs. Bectors Food Specialities 0.8 Emmvee Photovoltaic Power 0.32 Kei Industries 2.33 Billionbrains Garage Ventures 0.94 WeWork India Management 0.88 Ajanta Pharma 1.98 Firstsource Solutions 0.42 Torrent Power 2.81 AU Small Finance Bank 3.14 Hexaware Technologies 1.44 United Spirits 0.36 Thermax 2.74 Cohance Lifesciences 0.61 Adani Ports and Special Economic Zone 0.79 SRF 0.98 JK Cement 3.16 Bharat Forge 0.64 KPIT Technologies 1.34 Radico Khaitan 0.76 NMDC 0.24 Whirlpool Of India 0.77 GFL 0.01 Ipca Laboratories 0.72 360 One Wam 1.16 Apollo Hospitals Enterprise 1.28 Rolex Rings 0.67 Apar Industries 1.12 Others 0.78 Navin Fluorine International 2.09 Aditya Birla Capital 0.18 Vishal Mega Mart 1.41 Housing & Urban Dev Corp 1.73 Voltas 0.72 Dixon Technologies (India) 2.17 Supreme Industries 2.01 Gujarat Fluorochemicals 0.38 R R Kabel 1.37 Muthoot Finance 1.28 HDB Financial Services 1.23 Schaeffler India 1.18 K.P.R. Mill 2.2 Kirloskar Oil Engines 0.63 TVS Motor Company - Pref. Shares 0.01 Cholamandalam Financial 0.97 ZF Commercial 1.16 Info Edge (India) 0.84 TVS Motor Company 1.27 Ceat 1.41 JSW Cement 1.04 Fortis Healthcare 1.28 Stylam Industries 0.91 The Federal Bank 3.45 Hitachi Energy India 1.01 APL Apollo Tubes 3.18 Berger Paints India 0.6 Aditya Birla Real Estate 0.51 Prestige Estates Projects 2.08 Aptus Value Housing Finance India 1.06 Poonawalla Fincorp 0.76 The Phoenix Mills 1.52 Welspun Living 0.62 Suzlon Energy 0.97 Max Financial Services 3.63 Bank of Baroda 0.61 Bank of Maharashtra 0.93 Jindal Steel 2.05 Sanofi India 0.17 Inventurus Knowledge Solutions 0.89 Bank of India 0.97 L&T Technology Services 0.62 Swiggy 1.8 PB Fintech 1.36 Motherson Wiring 0.83 Meesho 0.47 UNO Minda 1 Sona BLW Precision Forgings 0.77 Vedanta 1.05 Persistent Systems 1.44 Atul 2.15
Debt & Others (1.01%) Sector Allocation Net Payables -0.64 Cash 0 Reverse Repo 1.65 Debt Credit Ratings Debt Category Others 1.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
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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