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Enter a Single character of a Scheme :
31 Jul 2026 | 09:07 IST
Aditya Birla SL Midcap Fund - (G)
Summary Info
Fund Name : Aditya Birla Sun Life Mutual Fund
Scheme Name : Aditya Birla SL Midcap Fund - (G)
AMC : Aditya Birla Sun Life Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 10-Sep-02
Fund Manager : Vishal Gajwani
Net Assets:(Rs. cr) 6624.16
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 1.35 0.98 5.70 8.75 6.27 16.52 14.30 20.42
Category Avg 0.82 1.91 4.49 6.12 5.22 14.50 13.66 13.56
Category Best 4.74 11.57 16.72 32.34 27.39 39.47 24.23 41.42
Category Worst -2.99 -4.06 -7.54 -9.18 -14.97 -2.24 2.09 -11.77
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9625 5.2186 0.7078 -1.2471 0.0070
Holdings Date :30-Jun-26
Company Name% Hold
Federal Bank 3.51
Billionbrains 3.46
Thermax 3.10
AU Small Finance 3.04
J K Cements 2.82
Max Financial 2.75
Ajanta Pharma 2.45
APL Apollo Tubes 2.43
Navin Fluo.Intl. 2.37
Torrent Power 2.35
Prestige Estates 2.17
KEI Industries 2.11
PB Fintech. 1.85
Uno Minda 1.78
H U D C O 1.76
K P R Mill Ltd 1.70
City Union Bank 1.66
Jindal Steel 1.62
Dixon Technolog. 1.54
Supreme Inds. 1.47
Apar Inds. 1.46
Hexaware Tech. 1.45
Astral 1.43
Bank of Maha 1.40
Poonawalla Fin 1.38
Aptus Value Hou. 1.32
Swiggy 1.32
360 ONE 1.31
Apollo Hospitals 1.31
Vishal Mega Mart 1.30
Sai Life 1.29
Persistent Syste 1.22
Fortis Health. 1.20
Wework India 1.17
KPIT Technologi. 1.16
Stylam Industrie 1.15
Inventurus Knowl 1.13
Adani Ports 1.11
Titagarh Rail 1.08
Mrs Bectors 1.07
Muthoot Finance 1.06
Schaeffler India 1.05
TVS Motor Co. 1.05
JSW Cement 1.04
Dr Lal Pathlabs 1.00
SRF 0.96
Mphasis 0.96
Hitachi Energy 0.95
L&T Finance Ltd 0.95
Meesho 0.93
Radico Khaitan 0.92
United Spirits 0.90
Kirloskar Oil 0.90
Welspun Living 0.88
Motherson Wiring 0.84
Atul 0.80
Ashok Leyland 0.78
Multi Comm. Exc. 0.76
R R Kabel 0.75
Ipca Labs. 0.74
Bank of India 0.72
CEAT 0.71
Berger Paints 0.70
Rolex Rings 0.69
Bharat Forge 0.67
Whirlpool India 0.62
Vedanta Aluminiu 0.61
Polycab India 0.56
Firstsour.Solu. 0.41
DOMS Industries 0.41
Vedanta 0.38
A B Real Estate 0.37
Phoenix Mills 0.32
JSW Infrast 0.31
Waaree Energies 0.22
Chola Financial 0.21
Vedanta Power 0.05
C C I 1.29
Cash & Bank Balance 0.00
Net CA & Others 0.58
TVS Motor Co. 0.01
Margin (Future and Options) 0.71
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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