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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹816.7800 -0.92%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Mid Cap Fund - Regular Plan
|
|
|
Very High
|
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1.87 |
|
 |
|
Very High
|
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1.39 |
||
|
|
Very High
|
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1.42 |
||
|
|
Very High
|
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1.59 |
||
|
|
Very High
|
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1.66 |
₹6,149 Cr
1.00 (90)
1,000
1
100
6
Investment Strategy
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Aakar Rastogi
Aditya Birla Sun Life Mid Cap Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Mid Cap Fund - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Mid Cap Fund - Regular Plan is ₹816.7800 as of 07-Oct-2024.
The AUM of Aditya Birla Sun Life Mid Cap Fund - Regular Plan Fund is ₹6,149 Cr as of 31-Aug-2024
The riskometer level of Aditya Birla Sun Life Mid Cap Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
3.34
|
|
|
3.30
|
|
|
2.99
|
|
|
2.96
|
|
|
2.96
|
As of 31-Aug-2024, Aditya Birla Sun Life Mid Cap Fund - Regular Plan had invested 98.57% in Equity and 1.43% in Cash & Cash Eq. See More
Aditya Birla Sun Life Mid Cap Fund - Regular Plan is 22 years 0 months old. It has delivered 22.13% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
45.50%
|
20.65%
|
25.86%
|
15.01%
|
16.71%
|
22.13%
|
No, There is no lock in period in Aditya Birla Sun Life Mid Cap Fund - Regular Plan.
The expense ratio of Aditya Birla Sun Life Mid Cap Fund - Regular Plan is 1.87.
