Mutual Fund- Birla

Aditya birla mid cap fund

By Rajendra

Sep 24, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

Aditya Birla Mid Cap Fund

Category 

Mid Cap

Inception

Oct 03, 2002

Benchmark

Nifty MidCap 150

Scribbled Arrow

AUM  - 3,601 Cr

Fund Manager

Anil Shah

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

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

Top 5 Holding

Gujarat Fluoro

Cholamandalam Inv.

Coromandel Int.

Crompton Greaves

Mphasis

4.25

4.00

3.42

3.29

3.25

Total  -  18.21

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

Finance

Consumer Durable

Chemical

Thick Brush Stroke

Top 5 Sector -41.13%

9.69

8.38

7.86

7.81

7.39

Industrial 

Bank

Thick Brush Stroke

SIP Performance

Exit Load

upto 90 days - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,410

52,928

91,058

Returns

6.44%

26.77%

16.72%

Monthly SIP of 1,000

Thick Brush Stroke

Scheme Performance

Exit Load

upto 90 days - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

7.65%

22.89%

9.05%