
Aditya Birla SL Midcap Fund(G)-Direct Plan
+16.11%
5Y annualised
+16.11%
5Y annualised
-0.26% 1D
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Buy, Hold or Sell?
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NAV : 28 Aug 2026
₹977.24
Min. SIP amount
₹100
Fund size (AUM)
6722 Cr
Expense ratio
1.02%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 28 Aug 2026
₹977.24
Min. SIP amount
₹100
Fund size (AUM)
6722 Cr
Expense ratio
1.02%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
1.93%
Mid Cap
69.94%
Small Cap
23.38%
Others
4.75%
Sector Allocation
Finance
10.43%
Infrastructure
10.15%
Bank
9.21%
Healthcare
7.84%
Automobile & Ancillaries
7.25%
It
6.94%
Domestic Equities
5.79%
Capital Goods
5.02%
Others
37.14%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Vishal Gajwani
Present
Similar/Peer Fund Comparison
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FAQs
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