Aditya Birla Sun Life Mid Cap Direct Fund Growth-2.12%

2Groww
-20.45%
1 Year Return
Equity
Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Mid Cap Direct Fund Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.47%
NAV293.65 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size2,174 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Mid Cap Direct Fund Growth
-20.4%
0.5%
8.8%
12.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -20.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Gujarat State Petronet Ltd.EnergyEquity4.1%
    RBL Bank Ltd.Financial ServicesEquity4.0%
    TI Financial Holdings Ltd.Financial ServicesEquity3.9%
    Gujarat Fluorochemicals Ltd.Industrial ManufacturingEquity3.4%
    Century Textiles & Industries Ltd.Cement & Cement ProductsEquity3.1%
    Teamlease Services Ltd.ServicesEquity2.8%
    Crompton Greaves Consumer Electricals Ltd.Consumer GoodsEquity2.7%
    Pfizer Ltd.PharmaEquity2.6%
    MRF Ltd.AutomobileEquity2.6%
    Petronet Lng Ltd.EnergyEquity2.5%
    See All

    Fund Managers

    addJayesh Gandhi
    Education
    Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
    Experience
    He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Mid Cap Direct Fund Growth is a Equity Mutual Fund Scheme launched by Birla Sun Life Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Jayesh Gandhi is the Current Fund Manager of Aditya Birla Sun Life Mid Cap Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹2,174 Cr and the Latest NAV as of 08 Jul 2019 is ₹293.65.

    The Aditya Birla Sun Life Mid Cap Direct Fund Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    To achieve long term growth of capital at controlled level of risk by primarily investing in mid-cap stocks.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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