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Mid Cap · Equity

Aditya Birla Sun Life Mid Cap Fund

Fund house not on record
Benchmark
Nifty Midcap 150 TRI
Riskometer
Very High
Size
₹6,587 cr
Allotted
3 Oct 2002
Holdings as of
Not on record

Aditya Birla Sun Life Mid Cap Fund is a mid cap fund with ₹6,587 cr under management. It is ahead of its benchmark (Nifty Midcap 150 TRI) in 1 of 4 periods. Its direct plan charges 1.22% a year. Vishal Gajwani has managed it for 2.0 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Aditya Birla Sun Life Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty Midcap 150 TRI, in 1 of 4 periods in AMFI's figures; +4.69% over the last year against +1.00%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty Midcap 150 TRI) in 1 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +4.69%+3.83%+1.00% +3.69 🔒
3y +13.61%+12.67%+13.62% −0.01 🔒
5y +11.88%+10.93%+13.43% −1.55 🔒
10y +13.15%+12.15%+16.29% −3.14 🔒
Ahead in points a year · its rank among Mid Cap funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
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What does Aditya Birla Sun Life Mid Cap Fund cost?

1.22% a year on the direct plan, 2.01% on the regular plan; 26 of 34 funds in its category charge less.

Direct plan
1.22% a year
Category median 0.94%
Regular plan
2.01% a year
Category median 2.01%
Gap
0.79 points
for the same holdings
26 of 34 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Mid Cap Fund

What the regular plan costs you over time

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The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Aditya Birla Sun Life Mid Cap Fund?

Vishal Gajwani, since 31 Oct 2024.

Vishal Gajwani
Primary
2.0 years
since 31 Oct 2024
Benchmark as filedNifty Midcap 150 TRI
Exit load
For redemption /switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.
From 2 Scheme Summary Documents filed with NSE, first on 26 Aug 2026; as on 9 Sep 2026

What does Aditya Birla Sun Life Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Aditya Birla Sun Life Mid Cap Fund?

Vishal Gajwani (Primary) since 31 Oct 2024.

What is the expense ratio of Aditya Birla Sun Life Mid Cap Fund?

1.22% a year on the direct plan and 2.01% on the regular plan (expense report, Oct 2026).

How has Aditya Birla Sun Life Mid Cap Fund done?

Its direct plan returned +13.61% a year over 3 years against +13.62% for its benchmark, Nifty Midcap 150 TRI, as of 13 Oct 2026.

Inside the app

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