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)

Class: Equity
Category: MidCap

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 - 260.33 (as on 15-Oct-2019)
  • Inception Date - Oct 04, 2002
View Full Details

Fund Performance

Trailing Return

loading...
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

  • Mr. Jayesh Gandhi

    Total Experience : 18 years

    View Full Profile
    Jayesh Gandhi is Senior Fund Manager at Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an experience of nearly 18 years in Indian Equities, across market-cap segment, large-caps as well as mid-caps and Multi-Asset funds consisting of Equities, Fixed Income and Gold.

    Jayesh has been a part of ABSLAMC for over 7 years now, first as a Fund Manager between 2004 and 2007 and then 2014 onwards. His prior work experience includes Morgan Stanley Investment Management Private Limited where he was Executive Director and the Lead Portfolio Manager for the India Multicap/Midcap Strategies and Co-Manager of Multi-Asset Strategies.

    Jayesh is a Chartered Accountant from ICAI, a Chartered Financial Analyst from CFA Institute, USA and Master of International Management from Thunderbird School of Global Management, USA. Jayesh also serves as an active volunteer for CFA Society India and was the President of the society for 5 years, 2013-18, leading the group of over 50 volunteers across the country.
View Fund Managed by
Load More
Total Schemes managed by {fundmanagername} is {fundmanagerfundcount}
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.

Check your investment performance

Use this tool by entering any amount you would have invested to calculate how much it would be worth today.

I had invested
Rs
Minimum Amount is Rs 500
in
Select the type of Fund
Fund
Select the Fund name

as an
Select Lumpsum or frequency of SIP
starting on
Select the date invested
CALCULATE RETURN

Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.08.2019)

loading...
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. The Fund Benchmark is Nifty Midcap 100 TRI

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
Show More

DOWNLOAD

  • KIM - Aditya Birla Sun Life Midcap Fund
  • SID - Aditya Birla Sun Life Midcap Fund
  • Product Brochure

Disclaimer

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

BUY NOW