Loading mutual fund details…
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.28%, with the bottom and top quartiles at 19.91% and 25.22% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 1.25% on assets of ₹6,290Cr. The fund is currently managed by Mr. Vishal Gajwani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 81% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| AU SMALL FINANCE BANK LIMITED | Financial Services | 3.25% |
| THERMAX LIMITED | Industrials | 3.25% |
| THE FEDERAL BANK LIMITED | Financial Services | 3.21% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 3.09% |
| TORRENT POWER LIMITED | Utilities | 3.04% |
| J.K.CEMENT LIMITED | Basic Materials | 2.88% |
| APL APOLLO TUBES LIMITED | Basic Materials | 2.64% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 2.24% |
| K.P.R. MILL LIMITED | Consumer Cyclical | 2.23% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 2.22% |
| KEI INDUSTRIES LIMITED | Industrials | 2.17% |
| ATUL LIMITED | Basic Materials | 2.14% |
| PRESTIGE ESTATES PROJECTS LIMITED | Real Estate | 2.06% |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED | Financial Services | 2.00% |
| UNO MINDA LIMITED | Consumer Cyclical | 1.91% |
| AJANTA PHARMA LIMITED | Healthcare | 1.82% |
| PB FINTECH LIMITED | Financial Services | 1.78% |
| THE PHOENIX MILLS LIMITED | Real Estate | 1.58% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.57% |
| MPHASIS LIMITED | Technology | 1.49% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 1.42% |
| Persistent Systems Ltd | Technology | 1.42% |
| POONAWALLA FINCORP LIMITED | Financial Services | 1.37% |
| R R KABEL LIMITED | Industrials | 1.34% |
| HEXAWARE TECHNOLOGIES LIMITED | Technology | 1.33% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 14 | 24.68% |
| Capital Goods | — | 16.67% |
| Automobile and Auto Components | — | 7.19% |
| Information Technology | — | 6.56% |
| Healthcare | 6 | 5.49% |
| Chemicals | — | 5.29% |
| Consumer Durables | — | 5.27% |
| Construction Materials | — | 3.88% |
| Consumer Services | — | 3.67% |
| Realty | — | 3.64% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.42% | 5.23% | 17.34% | 44.67% | 87.88% | 87.3% |
| 3Y | 12.50% | 19.91% | 22.28% | 25.22% | 32.65% | 100.0% |
| 5Y | 15.59% | 18.91% | 22.68% | 25.77% | 30.28% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 28.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.