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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 MFGrowth

Aditya Birla Sun Life Midcap Fund - Plan B - Growth

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%
Asset Allocation
Domestic Equity98.1%
Cash & Equivalents1.9%
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 As of 31 Aug 2026 · disclosed on this fund's primary plan
1The Federal Bank Ltd.Bank3.41%
2AU Small Finance Bank Ltd.Bank3.03%
3APL Apollo Tubes Ltd.Iron & Steel2.88%
4Billionbrains Garage Ventures Ltd.IT2.82%
5Max Financial Services Ltd.Finance2.60%
6Navin Fluorine International Ltd.Chemicals2.55%
7JK Cement Ltd.Construction Materials2.53%
8Ajanta Pharma Ltd.Healthcare2.45%
9Thermax Ltd.Capital Goods2.43%
10PB Fintech Ltd.IT2.38%
Sector Allocation
IT12.0%
Finance11.7%
Healthcare10.3%
Bank9.7%
Automobile & Ancillaries9.1%
Capital Goods6.5%
Chemicals4.6%
Construction Materials4.5%
Iron & Steel3.8%
Miscellaneous3.6%
Plastic Products3.3%
Alcohol2.9%
Retailing2.9%
Textile2.9%
Electricals2.1%
Realty2.1%
FMCG2.0%
Consumer Durables1.8%
Power1.8%
Non - Ferrous Metals1.3%
Infrastructure1.0%
Trading0.5%
On This Page
NAV growthAsset allocationTop 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