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 - 255.1 (as on 20-Aug-2019)
  • Inception Date - Oct 03, 2002
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Applicable Value Added Service & Value Added Products

VAP (Value Added Products)

  • CSIP

    CSIP : Century SIP - SIP to enable your long term wealth creation while providing Free Life Insurance of upto Rs 50 Lacs

VAS (Value Added Services)

  • SIP

    SIP : Systematic Investment Plan - Available Online & Offline for Direct & Regular investors to iron out intermittent market volatility and enable long term savings

  • STP

    STP : Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme

  • SWP

    SWP : Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also

  • CATP

    CATP : Capital Appreciation Transfer Plan (CATP) allows investors to preserve their capital and transfer only capital appreciation to another asset class / scheme at regular intervals

Fund Performance

Trailing Return

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.
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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 30.06.2019)

Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
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.


  • 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.


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


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