Aditya Birla Sun Life Mid Cap Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.82%
NAV: ₹822.27 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life Mid Cap Fund Regular-Growth

  • ₹6,550.0 Cr
    AUM
  • ₹822.27
    NAV
  • 2.01%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life Mid Cap Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.82% NA 4.37%
6 Months 2.29% NA 15.67%
1 Year 2.45% 2.45% -0.50%
2 Years 4.70% 2.32% 23.18%
3 Years 47.53% 13.84% 22.72%
5 Years 72.46% 11.52% 26.92%
7 Years 204.61% 17.25% NA
10 Years 225.45% 12.52% 16.72%
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As on Thu Nov 05, 2026

Asset Allocation of Aditya Birla Sun Life Mid Cap Fund Regular-Growth

equities

98.63%

other assets or cash equivalents

1.37%
Large Cap: 7.51%
Mid Cap: 66.73%
Small Cap: 25.76%
Other: 0.00%
Top Holdings
Reverse Repo
4.04%
Au Small Finance Bank Ltd
3.93%
Au Small Finance Bank Ltd
3.93%
Fortis Healthcare Ltd
3.96%
The Federal Bank Ltd
3.41%
 
Top Sectors
Financial
49.70%
N/A
13.84%
Unspecified
4.04%
Healthcare
3.96%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Aditya Birla Sun Life Mid Cap Fund Regular-Growth

Aditya Birla Sun Life Mid Cap Fund Regular-Growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 03 Oct 2002, the fund aims Long term capital growth. Investments primarily in mid cap stocks. It manages assets worth ₹6,550.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.01%.
The portfolio allocation consists of 98.63% in equities, 1.37% in other assets or cash equivalents.Managed by Dhaval Joshi, it has delivered a return of 2.45% in the last year, a total return since inception of 20.07%.
While exploring investment options long-term planners generally consider best sip plans based on financial goals.

Read more
  • Vishal Gajwani

    Fund Manager

  • Mr. Gajwani is CA and CFA (US)

    Manager Education

  • Dhaval Joshi

    Fund Manager

  • Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

    Manager Education

Key Metrics of Aditya Birla Sun Life Mid Cap Fund Regular-Growth

  • Standard Deviation
    18.45%
  • Mean
    13.46%
  • Sharpe Ratio
    0.43%
  • Alpha
    -0.61%
  • Beta
    0.97%
  • Sortino Ratio
    0.63%

Aditya Birla Sun Life Mid Cap Fund Regular-Growth Fund Details

Fund Names Aditya Birla Sun Life Mid Cap Fund Regular-Growth
Inception Date 03 Oct 2002
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Aditya Birla Sun Life Mid Cap Fund Regular-Growth Fund Returns Comparison

Compare Aditya Birla Sun Life Mid Cap Fund Regular-Growth with other mutual funds in the same category

Aditya Birla Sun Life Mid Cap Fund Regular-Growth

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Aditya Birla Sun Life Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Aditya Birla Sun Life Mid Cap Direct Fund-Growth increase ₹6,550 1.84% -3.62% 2.71% 3.30% 14.79%
Aditya Birla Sun Life Mid Cap Fund Regular-IDCW increase ₹6,550 1.77% -3.82% 2.29% 2.45% 13.84%
Aditya Birla Sun Life Mid Cap Direct Fund-IDCW increase ₹6,550 1.84% -3.62% 2.71% 3.30% 14.79%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth increase ₹469 2.49% -4.71% 0.70% 0.98% 14.88%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth increase ₹469 2.44% -4.84% 0.42% 0.42% 14.24%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-IDCW increase ₹469 2.49% -4.71% 0.70% 0.98% 14.88%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW increase ₹469 2.44% -4.84% 0.42% 0.42% 14.24%
View More
increase growth is based on 1-month returns of the funds

Aditya Birla Sun Life Mid Cap Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Aditya Birla Sun Life Mid Cap Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Reverse RepoUnspecified4.04%₹246.77 Cr
Au Small Finance Bank LtdFinancial3.93%₹246.41 Cr
Au Small Finance Bank LtdFinancial3.93%₹246.41 Cr
Fortis Healthcare LtdHealthcare3.96%₹241.96 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
The Federal Bank LtdFinancial3.41%₹237.44 Cr
Au Small Finance Bank LtdFinancial3.73%₹234.04 Cr
The Federal Bank LtdFinancial3.51%₹232.47 Cr
The Federal Bank LtdFinancial3.51%₹232.47 Cr
The Federal Bank LtdFinancial3.51%₹232.47 Cr
The Federal Bank LtdFinancial3.51%₹232.47 Cr
Billionbrains Garage Ventures Ltd.3.46%₹229.22 Cr
Billionbrains Garage Ventures Ltd.3.46%₹229.22 Cr
Billionbrains Garage Ventures Ltd.3.46%₹229.22 Cr
Billionbrains Garage Ventures Ltd.3.46%₹229.22 Cr
Max Financial Services LtdFinancial3.63%₹222.24 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Aditya Birla Sun Life Mid Cap Fund Regular-Growth

What is the current AUM of Aditya Birla Sun Life Mid Cap Fund Regular-Growth?

As of Wed Sep 30, 2026, Aditya Birla Sun Life Mid Cap Fund Regular-Growth manages assets worth ₹6,550.0 crore

How has Aditya Birla Sun Life Mid Cap Fund Regular-Growth performed recently?

  • 3 Months: -3.82%
  • 6 Months: 2.29%

What is the long-term performance of Aditya Birla Sun Life Mid Cap Fund Regular-Growth?

  • 3 Years CAGR: 13.84%
  • 5 Years CAGR: 11.52%
  • Since Inception: 20.07%

What is the portfolio composition of Aditya Birla Sun Life Mid Cap Fund Regular-Growth?

Equity: 98.63%, Others: 1.37%.

Who manages Aditya Birla Sun Life Mid Cap Fund Regular-Growth?

Aditya Birla Sun Life Mid Cap Fund Regular-Growth is managed by Dhaval Joshi from Aditya Birla Sun Life Mutual Fund.

What is the market-cap allocation of Aditya Birla Sun Life Mid Cap Fund Regular-Growth?

Large Cap: 7.51%, Mid Cap: 66.73%, Small Cap: 25.76%.

Which are the top companies Aditya Birla Sun Life Mid Cap Fund Regular-Growth has invested in?

  • Reverse Repo – 4.04% of the fund's portfolio
  • AU Small Finance Bank Ltd – 3.93% of the fund's portfolio
  • AU Small Finance Bank Ltd – 3.93% of the fund's portfolio
  • Fortis Healthcare Ltd – 3.96% of the fund's portfolio
  • The Federal Bank Ltd – 3.41% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life Mid Cap Fund Regular-Growth focuses on?

  • Financial – 49.70% of the fund's portfolio
  • Other – 13.84% of the fund's portfolio
  • Unspecified – 4.04% of the fund's portfolio
  • Healthcare – 3.96% of the fund's portfolio
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