Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan of Aditya Birla Sun Life Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.3

Age

NA Years

Fund Manager

Jayesh Gandhi

AuM (Rs Crores)

2120.6144

Asset Class

Mid-Small Cap

Net Asset Value:

295.66

Rating

3

Exit Load

0.01

Benchmark

Nifty Midcap 100 TRI

Fund Type

Mid & Small cap

SEBI Category

Mid Cap Fund

Turnover Ratio(Monthly)

.96 Times

Fund Manager Details:

Jayesh Gandhi Mr. Jayesh Gandhi is a Chartered Accountant and also done CFA as well as Master of International Management Fund Manager with a total experience of over 11 years,Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Objective:

An open-ended growth scheme with the objective to achieve long-term growth of capital at controlled level of risk by primarily investing in midcap stocks.

Top Holdings:

  • Finance (19.7)
  • Banks (1.51)
  • Pharmaceuticals (8.82)
  • Gas Distribution (6.45)
  • Chemicals (6.4)
  • IT - Software (5.6)
  • Capital Goods - Electrical Equipment (4.4)
  • Cement (3.84)
  • Consumer Durables (3.63)
  • Plantation & Plantation Products (2.95)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition