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 (93.75%) Market Cap Large Cap 35.99 Small Cap 27.18 Mid Cap 30.58 Top Sectors Services 28.53 Financial 12.83 Capital Goods 10.55 Automobile 8.78 Chemicals 8.06 Healthcare 6.66 Technology 5.6 Consumer Discretionary 4.76 Communication 2.89 Consumer Staples 2.71 Energy 2.38 Top Holding BSE 1.53 Sagility 2.08 3M India 2.71 TVS Motor Company - Pref. Shares 0.06 Interglobe Aviation 2.12 Cummins India 3.15 Swiggy 2.06 Divi's Laboratories 2.61 Travel Food Services 1.65 Mahindra & Mahindra 2.23 TBO Tek 1.6 Pfizer 1.34 Info Edge (India) 1.94 Linde India 4.49 Prudent Corporate Advisory Services 0.6 KPIT Technologies 1.08 Eternal 3.4 JTEKT India 1.39 Lenskart Solutions 1.87 Hitachi Energy India 4.59 LG Electronics India 1.06 TVS Motor Company 3.19 ICICI Bank 2.87 Ujjivan Small Finance Bank 1.77 Amber Enterprises India 1.83 Acutaas Chemicals 2.71 Bosch 1.91 Bharat Heavy Electricals 1.21 MCX 3.17 GE Vernova T&D 1.6 Infosys 1.32 FSN E-Commerce Ventures 2.27 Tata Elxsi 0.94 Navin Fluorine International 3.57 Bharti Airtel 2.89 PB Fintech 2.84 Amagi Media Labs 1.2 KFin Technologies 1.99 Max Financial Services 1.85 Bajaj Finance 2.65 Fractal Analytics 1.06 Pine Labs 1.1 Reliance Industries 2.38 One97 Communications 3.87
Debt & Others (6.25%) Sector Allocation CBLO 6.35 Treasury Bills 1.15 Net Payables -1.25 Debt Credit Ratings Debt Category Others 5.1 Reserve Bank of India 1.15
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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