Mutual Fund- Birla

Aditya birla mid cap fund

By Rajendra

Apr 4, 2023

image source -Unsplash

Scheme Analysis

Category 

Mid Cap

Inception

Oct 3, 2002

Benchmark

Nifty Midcap 150

Scribbled Arrow

AUM  - 3,436 Cr

Fund Manager

Anil Shah & Dhaval Joshi

Thick Brush Stroke

Birla Mid Cap Fund

The scheme would invest a substantial portion of its investible assets (over 65%) in Mid Cap companies.

Top 5 Holding

Gujarat Fluoro

AIA Engg.

Coromandalam Inv.

Mphasis

Coromandel Int

4.18

3.40

3.14

3.10

3.05

Total  -  16.89

India is a hub of mid-sized companies & quite a few have the potential of becoming tomorrow’s top companies.

Consumer Durable

Information Technology

Materials

Top 5 Sector

25.10

21.40

17.20

9.60

7.70

Industrial

Healthcare

A monthly SIP of Rs 10,000 since inception, would have grown to Rs 1.75 Cr.

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 month - 1%

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As on 31  Mar. 2023

1 Year

3 Year

5 Year

Period

Value

11,367

43,596

80,121

Returns

-9.68%

12.87%

11.53%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 90 days- 1.00%

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As on  31 Mar. 2023

1 Year

3 Year

5 Year

Period

Returns

-7.30%

31.03%

6.88%