Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Small Cap Fund |ABSL Small Cap Fund - ABSLMF

Aditya Birla Sun Life Midcap Fund

(An open ended equity scheme predominantly investing in mid cap stocks)

Investment Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.

This product is suitable for investors who are seeking

  • Long term capital growth
  • Investments primarily in mid cap companies

 

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - MidCap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Jayesh Gandhi
  • Latest NAV - 276.98 (as on 05-Nov-2018)
  • Inception Date - Oct 03, 2002
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Jayesh Gandhi
    Mr. Jayesh Gandhi

    Total Experience : 15 years

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    He has an overall experience of 15 years in investment management and equity research. Prior to joining Birla Sun Life AMC, he was a Portfolio Manager at Morgan Stanley investment Management Private Limited since August 2007.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.09.2018)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Long-term capital growth
  • Investments in stocks with higher growth potential

Invest in tomorrow’s winners

India is a hub of mid-sized companies (mid-caps), and quite a few have the potential of becoming tomorrow’s top companies. Generally, mid-cap stocks are more affordable or are undervalued even as they gear up to become tomorrow's leaders. To invest in such companies, help is at hand with Aditya Birla Sun Life Midcap Fund (ABSL Midcap Fund) which helps you pick the right mid-cap stocks, at the right time, based on the growth potential of companies.

Discipline

The scheme would invest a substantial portion of its investible assets (over 65%) in Mid Cap companies.
The stocks of these companies are generally more volatile and less liquid than the large cap stocks.
In order to diversify the portfolio, the scheme manager may invest upto 35% in stocks which have a
higher or lower market capitalisation. A small portion of the portfolio may be kept in call and money market
instruments in order to meet liquidity needs

Aditya Birla Sun Life Midcap Fund

(An open ended equity scheme predominantly investing in mid cap stocks)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investments primarily in mid cap companies

 

 *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. 

Moderately High Risk
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  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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