January 22, 2026
RA Jainee
Aditya Birla (ABSL) Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 879.35 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 93.93 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 6,301 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.02% |
| 1 Year Return (%) | 7.92 |
| 3 Year Return (%) | 21.70 |
| 5 Year Return (%) | 19.94 |
| 10 Year Return (%) | 15.50 |
| Return Since Launch | 16.45% |
⚖️ Sahifund Review – Aditya Birla Sun Life Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
Fund Manager:
1) Vishal Gajwani
Education: Mr. Gajwani is CA and CFA (US)
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Aditya Birla (ABSL) Mid Cap Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.45% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 6,301 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.02% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 79.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Mid Cap Dir | -2.21 | -0.76 | -1.99 | -0.37 | -1.34 | 7.92 | 21.70 | 19.94 | 16.99 | 15.50 |
| BSE 150 MidCap TRI | -1.91 | -0.37 | -1.21 | -0.51 | -0.40 | 7.27 | 22.58 | 21.82 | 20.45 | 18.70 |
| Equity: Mid Cap | -1.95 | -0.43 | -1.63 | -1.14 | -0.90 | 6.52 | 22.19 | 21.21 | 20.04 | 18.08 |
| Rank within category | 43 | 53 | 43 | 27 | 35 | 26 | 28 | 18 | 20 | 19 |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of Aditya Birla Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Mid Cap Dir | 2 star | 7.92 | 21.70 | 19.94 | 1.02 | 6,301 | 16.45 | 1.00 (90) | 13Y | 79.00 |
| HDFC Mid Cap Dir | 5 star | 12.32 | 26.02 | 25.29 | 0.71 | 92,642 | 20.85 | 1.00 (365) | 13Y | 10.86 |
| Kotak Midcap Dir | 4 star | 6.63 | 21.89 | 22.27 | 0.37 | 60,637 | 20.19 | 1.00 (365) | 13Y | 23.67 |
| Nippon India Growth Mid Cap Dir | 4 star | 8.46 | 25.60 | 24.23 | 0.74 | 42,124 | 18.40 | 1.00 (30) | 13Y | 4.00 |
| Motilal Oswal Midcap Dir | 5 star | -2.75 | 25.41 | 27.87 | 0.74 | 36,880 | 22.47 | 1.00 (365) | 11Y 10M | 120.00 |
Portfolio Analysis of Aditya Birla (ABSL) Mid Cap Fund
| No. of Stocks | 78 |
| Top 10 Stocks | 26.87% |
| Top 5 Stocks | 15.38% |
| Top 3 Sectors | 57.80% |
| Portfolio P/B Ratio | 4.42 |
| Portfolio P/E Ratio | 33.02 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 48,139 | 64,434 |
| Giant (%) | — | — |
| Large (%) | 6.47 | 11.63 |
| Mid (%) | 68.41 | 77.04 |
| Small (%) | 25.12 | 12.35 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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