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
2.14%
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

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Tenure

TenureReturns (CAGR)
YTD3.28
3 Month4.15
1 YR6.63
3 YR2.76

SIP Returns

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

Portfolio

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
Financial20.01
Healthcare14.15
Services10.23
Chemicals8.97
Energy8.12
Engineering7.75
Cons Durable5.85
Construction5.66
Automobile3.48
Metals3.12

Indicators

LabelValue
Portfolio turnover ratio66
Standard Deviation15.71%
Beta0.83%
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