Aditya Birla SL Mid Cap Fund (Equity, Mid Cap)

Moderately High
17 yrs 5 monthsStarted on:03 Oct 2002
₹ 2504.75 Cras on: 25 Feb 2020
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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.

Exit Load

Scheme Documents

Similar Funds
DSP Midcap Fund
Current NAV 60.83
Return (CAGR) 14.55%
Value Research
Kotak Emerging Equity Scheme Fund
Current NAV 42.83
Return (CAGR) 11.92%
Value Research
Axis Midcap Fund
Current NAV 41.95
Return (CAGR) 17.22%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 56.37
Return (CAGR) 14.61%
Value Research
Nippon India growth fund
Current NAV 1219.99
Return (CAGR) 21.76%
Value Research
Tata Mid Cap Fund
Current NAV 151.2
Return (CAGR) 11.69%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 28.46
Return (CAGR) 19.02%
Value Research
Franklin India Prima Fund
Current NAV 981.41
Return (CAGR) 19.09%
Value Research
UTI Mid Cap Fund
Current NAV 106.14
Return (CAGR) 16.70%
Value Research
SBI Magnum Midcap Fund
Current NAV 76
Return (CAGR) 14.56%
Value Research
ICICI Pru Midcap Fund
Current NAV 95.28
Return (CAGR) 15.83%
Value Research
Baroda Pioneer Midcap Fund
Current NAV 9.45
Return (CAGR) -0.60%
Value Research


TenureReturns (CAGR)
3 Month4.15
1 YR6.63
3 YR2.76

SIP Returns

TenureReturns (CAGR)
1 YR6.45
5 YR3.49
10 YR11.21


Company Name% Assets
Coromandel International Ltd.3.53
Mahindra CIE Automotive Ltd.3.12
TeamLease Services Ltd.3.06
Gujarat State Petronet Ltd.3.04
Cholamandalam Financial Holdings Ltd.3
Federal Bank Ltd.2.92
KEC International Ltd.2.63
DCB Bank Ltd.2.61
RBL Bank Ltd.2.54
Alkem Laboratories Ltd.2.39

Top Sectoral Holdings

Sector Name% Assets
Cons Durable5.85


Portfolio turnover ratio66
Standard Deviation15.71%
Sharpe Ratio0.03

Jayesh Gandhi

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.

Other Funds Managed by Jayesh Gandhi