e.g. Tata motors, Reliance MF, 500570

Aditya Birla Sun Life Midcap Fund - Plan B - IDCW

Equity Mid Cap No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1687.81 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

An Open-ended growth scheme with the objective to achieve long-term growth of capital at controlled level of risk by primarily investing in midcap stocks.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

Launch Date

August 6, 2009

Fund Manager

Mr. Sanjay Chawla

Initial Price

10

AUM Fund

1687.81 Cr

Min investment

Rs 200000

Exit Load

For redemption/switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV.For redemption/switch-out of units after 365 days from the date of allotment: Nil.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
39.46% 0.00% ₹2709.75
38.60% 56.97% ₹10450.74
30.66% 67.83% ₹13553.62
29.59% 70.65% ₹38138.08
29.14% 32.31% ₹10450.74

Holdings

Cash & Cash Equivalents 4.57%
Dish TV 2.14%
YES BANK 2.13%
Lupin 2.11%
Bata India 2.07%
Usha Martin 1.97%
Indian Bank 1.90%
Cox & Kings 1.81%
Thermax 1.66%
PTC India 1.62%
Jet Airways 1.30%
Sintex India 1.16%
Dena Bank 1.07%
SpiceJet 1.01%
Power Finance Corporation Ltd. Fut May 11 1.00%
Asian Paints 0.41%
IVRCL Ltd. Fut May 11 0.11%
Net receivables / payables -0.91%

Sector Allocation

Food Processing 4.33%
Pharmaceuticals and health care 10.21%
Engineering 7.54%
Finance 6.17%
Auto Ancillaries 5.02%
Personal Care 2.59%
Petrochemicals 5.40%
Banks 11.80%
Service 2.14%
Construction 4.08%
Textiles 2.10%
Leather 2.07%
Infrastructure 2.05%
Chemicals 3.94%
Iron and Steel 1.97%
Hospitality 2.51%
Sugar 1.79%
Consumer Durables 1.71%
Power 4.12%
Petroleum 1.58%
Auto 2.61%
Transport 2.31%
Miscellaneous 1.16%
Fertilisers 2.94%
Electric Equipment 1.07%
Cement 1.02%
Agriculture/Horticulture/Lives 0.61%
Paints and Pigments 0.41%
Address
One World Center, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg,Elphinstone Road, Mumbai Maharashtra India 400013
Phone
+91 22 43568008/ 8000
Fax
+91 22 43568110, 43568111
Launch Date
August 6, 2009
Custodian
Citibank NA
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Aditya Birla Sun Life Midcap Fund - Plan B - IDCW?

A: The latest NAV of Aditya Birla Sun Life Midcap Fund - Plan B - IDCW is ₹ .

Q: What type of mutual fund is Aditya Birla Sun Life Midcap Fund - Plan B - IDCW?

A: Aditya Birla Sun Life Midcap Fund - Plan B - IDCW is a 'Equity - Mid Cap' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.

Q: Who manages Aditya Birla Sun Life Midcap Fund - Plan B - IDCW?

A: Aditya Birla Sun Life Midcap Fund - Plan B - IDCW is managed by Mr. Sanjay Chawla, who oversees investment strategy and portfolio decisions.

Q: Is Aditya Birla Sun Life Midcap Fund - Plan B - IDCW a good investment?

A: Aditya Birla Sun Life Midcap Fund - Plan B - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Aditya Birla Sun Life Midcap Fund - Plan B - IDCW?

A: The exit load of Aditya Birla Sun Life Midcap Fund - Plan B - IDCW is For redemption/switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV.For redemption/switch-out of units after 365 days from the date of allotment: Nil., applicable if redeemed within the specified period.

Q: How is Aditya Birla Sun Life Midcap Fund - Plan B - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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