Compare Aditya Birla Sun Life Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.01
2.29
NAV
₹847.38
₹458.03
Fund Started
10 Sep 2002
25 Jun 2004
Fund Size
₹6624.15 Cr
₹15351.91 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
5.73%
16.91%
3 Year
17.45%
24.83%
5 Year
15.39%
18.34%
Equity
98.13%
98.97%
Cash
1.87%
1.05%
Top 10 Holdings
The Federal Bank Ltd. | 3.51% |
Billionbrains Garage Ventures Ltd. | 3.46% |
Thermax Ltd. | 3.10% |
AU Small Finance Bank Ltd. | 3.04% |
JK Cement Ltd. | 2.82% |
Max Financial Services Ltd. | 2.75% |
Ajanta Pharma Ltd. | 2.45% |
APL Apollo Tubes Ltd. | 2.43% |
Navin Fluorine International Ltd. | 2.37% |
Torrent Power Ltd. | 2.35% |
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
Name
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Start Date
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Description
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.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
10 Sep 2002
25 Jun 2004
