Mutual Fund Research

Aditya Birla SL Midcap Fund(G)

As on Aug-12-2022 change fund
467.80  up2.05 (0.44%)

fund objective

The investment objective of the scheme is long term growth of capital at controlled level of risk byinvesting primarily in 'Mid-Cap' Stocks.


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)305.24293.31194.66352.64460.96
Net Assets(Rs Crores) (as on 31-Mar-2022) 2229.45 2560.08 1688.80 2697.22 3401.78
Scheme Returns(%)(Absolute)9.57-4.88-33.7884.3529.80
B'mark Returns(%)(Absolute)1.56-2.94-31.11103.7521.92
Category Rank180/353200/261201/23466/21847/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Gujarat Fluorochemicals Ltd.4.41 
Cholamandalam Investment and F...3.68 
Mphasis Ltd.3.64 
Coromandel International Ltd.3.47 
Crompton Greaves Consumer Elec...3.31 
Fortis Healthcare Ltd.2.67 
Cholamandalam Financial Holdin...2.65 
K.P.R. Mill Ltd.2.54 
The Federal Bank Ltd.2.43 
Voltas Ltd.2.36 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Anil Shah

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private6.96
IT - Software6.72
Pharmaceuticals & Drugs5.97
Finance - NBFC5.65
Engineering - Industrial Equipments5.40
Power Generation/Distribution4.54
Consumer Durables - Domestic Appliances4.51
Cement & Construction Materials3.25

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,466.149.1921.509.9316.3821.35
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20136,022.6611.5739.3319.48NA18.62
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001621.3116.0835.0419.8715.4912.48
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20057,471.6117.1230.3214.6220.8416.69
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,114.629.3828.50NANA28.39
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,107.709.3927.8116.2620.9311.88
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200720,619.1212.4927.5216.1220.7714.02
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,891.048.6927.3014.2219.8815.70
Motilal Oswal Midcap Fund-Reg(G)Mid-Growth 24-Feb-20142,919.3226.9227.0414.85NA20.47
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199512,449.5211.5726.1115.6017.4222.06
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018965.297.5625.22NANA13.08
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,676.627.1724.5518.4720.2818.23
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,159.494.9524.5112.9118.8911.44
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,392.645.5324.3015.2619.3415.10
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200732,451.4812.3224.1613.3419.2516.12
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199473.974.8923.4313.4218.027.40
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,625.225.4923.1914.2118.8712.02
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,437.497.3522.2713.1218.4616.98
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017192.973.0920.289.23NA10.06
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20027,156.0910.5920.019.7317.2123.87
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,837.800.2619.5211.8417.8614.79
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,534.193.6719.249.9218.4918.27
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,277.173.8618.2911.0718.5919.04
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020484.7810.20NANANA54.59
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021384.64-0.69NANANA9.08
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,103.78NANANANA-6.97
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