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
1.93
1.72
NAV
₹902.42
₹505.54
Fund Started
10 Sep 2002
25 Jun 2004
Fund Size
₹6290.41 Cr
₹13386.58 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
3.67%
16.35%
3 Year
18.16%
26.45%
5 Year
15.78%
18.66%
Equity
97.99%
98.63%
Cash
2.01%
1.38%
Top 10 Holdings
Thermax Ltd. | 3.25% |
AU Small Finance Bank Ltd. | 3.25% |
The Federal Bank Ltd. | 3.21% |
Max Financial Services Ltd. | 3.09% |
Torrent Power Ltd. | 3.04% |
JK Cement Ltd. | 2.88% |
APL Apollo Tubes Ltd. | 2.64% |
Dixon Technologies (India) Ltd. | 2.24% |
K.P.R. Mill Ltd. | 2.23% |
Navin Fluorine International Ltd. | 2.22% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
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
