Aditya Birla Sun Life Midcap Fund -PLAN (Equity, Mid Cap)

Moderately High
15 yrs 12 monthsStarted on:03 Oct 2002
₹ 2384.79 Cras on: 19 Sep 2018
Long Term Horizon
2.40%
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)
2 YR7.63
3 YR11.29

SIP Returns

TenureReturns (CAGR)
2 YR1.01
3 YR7.72
5 YR14.16
10 YR16.57

Portfolio

Company Name% Assets
RBL Bank Ltd.4.21
Gujarat State Petronet Ltd.3.73
TI Financial Holdings Ltd.3.44
Federal Bank Ltd.3.37
Century Textiles & Inds. Ltd.3.02
Tata Global Beverages Ltd.2.95
Crompton Greaves Consumer Electricals Ltd.2.88
Petronet LNG Ltd.2.72
Mahindra CIE Automotive Ltd.2.68
Pfizer Ltd.2.66

Top Sectoral Holdings

Sector Name% Assets
Financial29.57
Healthcare11.42
Energy9.63
Engineering7.6
FMCG6.89
Cons Durable5.53
Services5.41
Technology4.86
Chemicals4.75
Diversified3.02

Indicators

LabelValue
Portfolio turnover ratio96
Standard Deviation16.41%
Beta0.92%
Sharpe Ratio0.45

Jayesh Gandhi

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Other Funds Managed by Jayesh Gandhi

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