Aditya Birla Sun Life Mid Cap Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.2%
Sharpe Ratio0.03
Beta0.94
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Fortis Healthcare LtdServices3.37%
AU Small Finance Bank LtdFinancial Services3.28%
Max Financial Services LtdFinancial Services3.11%
K.P.R. Mill LtdConsumers2.85%
Torrent Power LtdUtilities2.55%
Cholamandalam Financial Holdings LtdFinancial Services2.46%
Glenmark Pharmaceuticals LtdServices2.34%
Shriram Finance LtdFinancial Services2.30%
APL Apollo Tubes LtdCapital Goods2.30%
Prestige Estates Projects LtdEnergy & Infra2.27%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.89%
Regulatory & Tax Information
INF209K01CN6
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)