Aditya Birla Sun LifeMid CapVery High Risk

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth

Current NAV₹45.21as of 30/5/2026

AUM1.14 Lac Cr

AUM

1.14 Lac Cr

Expense Ratio

1.75%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

3 April 2006

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 16.47 | Sharpe Ratio: 0.71

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility16.47

Sharpe Ratio0.71

Portfolio Turnover42%

BenchmarkNifty Midcap 150 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 94.00% | T-Bills: 6.00%

Investment Objective

Aims to provide capital appreciation by investing in Mid Cap securities

Top Holdings

As of 25-May-2026

1. Voltas Ltd.3.8%

2. Mphasis Ltd.3.5%

3. Coforge Ltd.3.2%

4. Sundram Fasteners Ltd.2.9%

5. Persistent Systems Ltd.2.7%

6. Zydus Lifesciences Ltd.2.5%

7. Crompton Greaves Consumer Electricals Ltd.2.4%

8. Oberoi Realty Ltd.2.2%

9. Tube Investments of India Ltd.2.1%

10. Emami Ltd.2.0%

Overview

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth – Poora parichay aur strategy

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth ka objective hai long-term capital appreciation. Ye ek mid cap mutual fund hai jo un stocks mein invest karta hai jo market capitalization ke hisaab se mid range mein aate hain. Ye fund un investors ke liye suitable hai jo market volatility ko sahne ki kshamata rakhte hain aur long-term wealth creation ke liye tayaar hain. Yeh fund unhe SIP investing ka option bhi deta hai, jisse regular investments ke through wealth build karna asaan hota hai. Fund ka investment style growth oriented hai, jo ki fundamentally strong companies pe focus karta hai.

Performance & Analysis

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Chaliye ab is fund ki performance ko samajhte hain. Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth ke returns ko benchmark Nifty Midcap 150 TRI ke saath compare karte hain.

Period	Fund Returns (%)	Benchmark Returns (%)
1 Year	0%	Data not available
3 Year	0%	Data not available
5 Year	0%	Data not available

Jaise ki aap dekh rahe hain, fund ka 1-year, 3-year, aur 5-year return sabhi 0% hain. Yeh kaafi inconsistent performance hai aur isse investors ko thoda cautious rehna chahiye. Volatility bhi kaafi high hai, jo ki fund ke riskometer ko "Very High" dikhata hai. Mahesh Patil ke leadership mein fund ki strategy aur market volatility ke beech balance banana zaroori hai, lekin abhi tak yeh consistent returns nahi de paaya hai.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth top holdings and portfolio allocation

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth ki top holdings mein kuch major companies shamil hain: - **Voltas Ltd.** – 3.8% - **Mphasis Ltd.** – 3.5% - **Coforge Ltd.** – 3.2% - **Sundram Fasteners Ltd.** – 2.9% - **Persistent Systems Ltd.** – 2.7% Yeh holdings fund ki long-term growth strategy ke saath align karti hain. Sector allocation ki baat karein toh ye fund IT, consumer durables, aur manufacturing sectors mein diverse portfolio rakhta hai, jo ki market trends aur growth potential ke hisaab se balanced hai. Fund manager Mahesh Patil ka experience aur expertise is portfolio ko aur bhi mazboot banata hai. Investors jo mid cap equities mein diversification dhoond rahe hain, unhe yeh fund kaafi suitable lag sakta hai.

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth riskometer and downside risk

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth ka riskometer "Very High" dikhata hai, jo is fund ke liye kaafi significant hai. Mid cap funds aksar market volatility se prabhavit hote hain, aur yeh fund bhi isse alag nahi hai. Iska expense ratio 1.75% hai, jo is category ke liye comparatively thoda higher hai. Investors ko samajhna hoga ki yeh fund un logon ke liye hai jo high risk le sakte hain aur unhe long-term capital appreciation ka goal hai. Agar aap conservative investor hain, toh shayad yeh fund aapke liye suitable nahi hoga.

Who Should Invest?

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth – aage kya? (long term outlook)

Aane wale samay mein, Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth kaafi potential rakhta hai. Historical trends ke hisaab se, mid cap stocks mein long-term growth potential hota hai, lekin short-term volatility bhi dekhne ko milti hai. Sector exposure ki baat karein, toh fund ki holdings IT aur manufacturing sectors mein hain, jo ki future growth opportunities kaafi achi dikhaate hain. Yeh fund un investors ke liye kaam kar sakta hai jo market ki ups and downs ko sahne ke liye tayaar hain. Lekin, jaise ki humne dekha, current performance kuch khaas nahi hai. Updated in May 2026, the future positioning will depend on broader market conditions and the fund manager's strategy.

Pros & Cons

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth advantages and disadvantages

Pros:
- Long-term growth potential.
- Diverse portfolio allocation.
- Experienced fund manager.
- SIP option available for investors.
Cons:
- High volatility risk.
- 0% returns over 1, 3, and 5 years.
- Higher expense ratio compared to peers.

Frequently Asked Questions

Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth FAQs for beginners

Kya mujhe Aditya Birla Sun Life Mid Cap Fund - Regular Plan - Growth mein invest karna chahiye?

Agar aap ek aggressive investor hain jo long-term wealth creation ke liye tayaar hain, toh yeh fund achha option ho sakta hai. Lekin, risk ko samajhna zaroori hai.

SIP kaise chalayein is fund mein?

Aap monthly SIP ke through is fund mein invest kar sakte hain. Isse aapko market volatility se bachne ka mauka milega aur regular investment se wealth grow karne ka chance bhi.

Is fund se tax kis tarah se impact hota hai?

Is fund se capital gains tax lagega jab aap apne investments ko bechenge. Long-term investments par tax lagaav 10% tak ho sakta hai, jab aap 1 saal se zyada hold karte hain.

Returns

Period	Fund Return (%)	Benchmark (Nifty Midcap 150 TRI) (%)
1 Year	0%	—
3 Years	0%	—
5 Years	0%	—
Since Launch	7.87%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 1Y return of 12.0%

Invested: ₹956k

Gains: ₹15642k

Total Invested

₹956245.48

Total Returns

+ ₹15641892.92

Maturity Value

₹16598138.40

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 12.0% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.