Our Opinion
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Our Opinion
Riskometer
Very High
₹830.3900 2.08%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Mid Cap Fund - Direct Plan
|
|
|
Very High
|
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1.02 |
|
 |
|
Very High
|
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0.76 |
||
 |
|
Very High
|
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0.38 |
||
|
|
Very High
|
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0.72 |
||
|
|
Very High
|
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0.46 |
₹6,130 Cr
1.00 (90)
1,000
1
100
6
About Aditya Birla Sun Life Mid Cap Fund - Direct Plan
Aditya Birla Sun Life Mid Cap Fund - Direct Plan is a equity mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on January 01, 2013, it is currently managed by Vishal Gajwani. The fund has an expense ratio of 1.02% with an overall AUM (Assets Under Management) of ₹6,130 Cr.
Aditya Birla Sun Life Mid Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
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
Mid-cap funds are suitable for investors:
Note:
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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Mid Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Mid Cap Fund - Direct Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Mid Cap Fund - Direct Plan, is ₹830.3900 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
3.63
|
|
|
3.45
|
|
|
3.18
|
|
|
3.16
|
|
|
3.14
|
Over the past five years, Aditya Birla Sun Life Mid Cap Fund - Direct Plan has delivered an annualised return of 17.57% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life Mid Cap Fund - Direct Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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