Aditya Birla Sun Life Mid Cap Fund Growth
Medium
Risk
Equity
Mid Cap Fund
+
21.66
%
21.66
%
3Y annualised
+
0.81
%
0.81
%
1D
1M
6M
1Y
3Y
All
Fund size
4982
NAV:
Mar 7, 2024
641.7
Sector
Tech
Type
Equity
Launched
Oct 2002
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Gujarat Fluorochemicals Ltd Ordinary Shares
3.4
%
Phoenix Mills Ltd
3.11
%
Torrent Power Ltd
3.07
%
K.P.R. Mill Ltd
2.87
%
Fortis Healthcare Ltd
2.70
%
Mphasis Ltd
2.62
%
Coromandel International Ltd
2.52
%
Cholamandalam Financial Holdings Ltd
2.43
%
Shriram Finance Ltd
2.29
%
The Federal Bank Ltd
2.28
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Mid Cap Fund Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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