Aditya Birla SL Midcap Fund - (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Midcap Fund - (IDCW) (1127) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Midcap Fund - (IDCW)
Aditya Birla Sun Life AMC Ltd
An open-ended growth scheme with the objective to achieve long-term growth of capital at controlled level of risk by primarily investing in midcap stocks.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Midcap Fund - (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 3.44% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| C C I | Debt Others | 4.04% |
| Fortis Healthcare Ltd | Healthcare | 3.96% |
| AU Small Finance Bank Ltd | Banks | 3.41% |
| Max Financial Services Ltd | Miscellaneous | 3.01% |
| K P R Mill Ltd | Readymade Garments/ Apparells | 2.80% |
| APL Apollo Tubes Ltd | Capital Goods-Non Electrical Equipment | 2.50% |
| Thermax Ltd | Capital Goods - Electrical Equipment | 2.50% |
| Prestige Estates Projects Ltd | Realty | 2.44% |
| J K Cements Ltd | Cement | 2.40% |
| Torrent Power Ltd | Power Generation & Distribution | 2.36% |
Sector Breakdown
Compare against Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
Aditya Birla SL Midcap Fund - (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4654.39 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4240.19 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3112.86 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2763.59 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1546.91 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1413.87 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1367.68 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹886.23 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹793.93 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹773.26 | 20.91% | 0.93% | 25.28% |
Category Average Returns
Vishal Gajwani
A seasoned investment professional with over 23 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.