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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
ABAditya Birla SL MFIDCW

Aditya Birla Sun Life Midcap Fund - Plan B - Dividend

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 11 Feb 2011₹12.51+2.29%
AUM₹7.0k Crfrom this fund's primary plan
Expense Ratio1.91%
CAGR—
Exit Load1.50% on or before 365D, 1% after 365 days but before 540D, Nil after 540D
Min SIP₹100from this fund's primary plan
Launched2009

Investment Objective

The fund’s investment objective is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Fund Mandate

Cash, Depositsincluding Mibor linked0%–20%
Equity of Mid cap companies65%–100%
Equity other than Mid cap companies0%–35%
MMI0%–20%
Fund Managers
ND
Nishit Dholakia
Fund Manager
Key Information
1.91%
₹100from this fund's primary plan
₹2,00,000
1.50% on or before 365D, 1% after 365 days but before 540D, Nil after 540D
Nil
Inception11 Aug 2009
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+2.29%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.91%
1.50% on or before 365D, 1% after 365 days but before 540D, Nil after 540D
Nil
₹100from this fund's primary plan
₹2,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme