Investment Objective and Approach

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. Aditya Birla Sun Life Mid Cap Fund is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.

The fund follows a research-driven approach to identify quality mid-cap companies with strong growth potential. The investment strategy focuses on companies that can deliver superior returns compared to large-cap focused funds while maintaining controlled risk levels through diversification.

Key investment parameters:

- Primary focus on mid-cap companies with growth potential

- Disciplined stock selection based on fundamental analysis

- Portfolio diversification to manage concentration risk

- Benchmark: Nifty Midcap 150 TRI

Fund Managers

The fund is managed by a team of experienced professionals:

Vishal Gajwani: Total Schemes managed by Mr. Vishal Gajwani is 2. Mr. Gajwani is CA and CFA (US) and Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.

Dhaval Joshi: Total Schemes managed by Mr. Dhaval Joshi is 37. He brings extensive experience in equity fund management across various market capitalizations.

Total Schemes Co-Managed by Fund Managers is 2. The fund management team combines deep market knowledge with robust research capabilities to deliver consistent performance.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

Key highlights of the AMC:

- Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India.

- ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

- Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 3,65,293.99 crores. It's current offering of mutual fund schemes includes 38 equity, 86 debt and 16 hybrid schemes.

The AMC has established itself as a trusted name in the Indian mutual fund industry with a strong track record of innovation and investor service.

Should I Invest in Aditya Birla Sun Life Mid Cap Fund?

This fund is suitable for investors who:

Investment Profile:

- Seek long-term capital appreciation over 5+ years

- Have moderate to high risk tolerance

- Want exposure to mid-cap growth opportunities

- Can withstand short-term volatility for potential higher returns

Performance Metrics (as of August 2025):

- Aditya Birla Sun Life Mid Cap Fund Direct Growth has given a CAGR return of 16.71% since inception.

- Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.57%, 17.54% and 28.68% respectively.

- It has an AUM of ₹6,105.89 Crores and the latest NAV decalared is ₹878.950 as on 20 Aug 2025 at 9:03 am.

Key Considerations:

- The fund has an expense ratio 1.1.

- Exit load of 1%, if redeemed within 90 days.

- The Aditya Birla Sun Life Mid Cap Direct Fund Growth is rated Very High risk.

The fund has demonstrated consistent performance across market cycles and offers investors exposure to India's growing mid-cap segment through professional management.

FAQs

What is today's NAV of Aditya Birla Sun Life Mid Cap Fund?

The NAV changes daily based on market movements. You can check the current NAV on Allvest platform or the fund house website for real-time updates.

What is the AUM of Aditya Birla Sun Life Mid Cap Fund?

The fund has an AUM of ₹6,105.89 Crores as of August 2025.

What is the expense ratio of Aditya Birla Sun Life Mid Cap Fund?

The fund has an expense ratio 1.1. for the direct plan, which is competitive within the mid-cap fund category.

What are the returns of Aditya Birla Sun Life Mid Cap Fund since inception?

Aditya Birla Sun Life Mid Cap Fund Direct Growth has given a CAGR return of 16.71% since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Mid Cap Fund?

The minimum investment required to start investing in Aditya Birla Sun Life Mid Cap Fund is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.

How do I invest in Aditya Birla Sun Life Mid Cap Fund?

You can easily invest through Allvest platform online. Simply create an account, complete KYC, select the fund, choose SIP or lump sum option, and make payment.

How to start a SIP in Aditya Birla Sun Life Mid Cap Fund?

Visit Allvest platform, select the fund, choose SIP option, set your monthly investment amount (minimum ₹100), select date, and set up auto-debit for hassle-free investing.

How do I automate an SIP in Aditya Birla Sun Life Mid Cap Fund?

Through Allvest, you can set up auto-debit instructions with your bank account to ensure automatic monthly investments without manual intervention.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Mid Cap Fund?

You can redeem your investment anytime through Allvest platform. Exit load of 1%, if redeemed within 90 days. Redemption proceeds are typically credited within 3-4 business days.