Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.02 | 54.66 | 2.40 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 59.91 | 2.35 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Midcap Fund(IDCW) | 46.56% | 15.83% | 14.49% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 36.42% | 18.60% | 14.64% |
Kotak Emerging Equity Fund(IDCW-Payout) | 48.95% | 24.03% | 18.07% |
Nippon India Growth Fund(IDCW) | 44.15% | 20.25% | 11.84% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
3.21 %
Holdings
3.17 %
Holdings
3.04 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
90
Total AUM
₹ 3,77,444.10 Cr.
Harish krishnan
AUM: ₹35,223.54 Cr.
|
Exp: 9yrs
Dhaval Joshi
AUM: ₹20,176.99 Cr.
|
Exp: 15yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns