Aditya Birla (ABSL) Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 943.06 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 100.69 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 6,624 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.87% |
| 1 Year Return (%) | 5.28 |
| 3 Year Return (%) | 18.41 |
| 5 Year Return (%) | 15.92 |
| 10 Year Return (%) | 14.63 |
| Return Since Launch | 16.41% |
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 | 16.41% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 6,624 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.87% |
| (As on 30-Jun-2026) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 71.00% |
Aditya Birla (ABSL) Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Mid Cap Dir | 4.87 | -0.08 | 1.55 | 6.44 | 6.43 | 5.28 | 18.41 | 15.92 | 18.06 | 14.63 |
| BSE 150 MidCap TRI | 3.36 | -0.15 | 1.78 | 5.09 | 4.99 | 4.27 | 19.08 | 16.87 | 21.74 | 17.67 |
| Equity: Mid Cap | 4.80 | -0.28 | 1.56 | 5.59 | 6.50 | 5.98 | 19.60 | 17.08 | 21.08 | 17.09 |
| Rank within category | 18 | 11 | 24 | 14 | 20 | 23 | 29 | 20 | 18 | 19 |
| Number of funds in category | 50 | 53 | 53 | 53 | 50 | 45 | 37 | 28 | 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 | 3 out of 5 stars | 5.28 | 18.41 | 15.92 | 0.87 | 6,624 | 16.41 | 1.00 (90) | 13Y 6M | 71.00 |
| HDFC Mid Cap Dir | 5 out of 5 stars | 4.76 | 20.05 | 20.20 | 0.61 | 1,00,858 | 20.28 | 1.00 (365) | 13Y 6M | 4.42 |
| Nippon India Growth Mid Cap Dir | 5 out of 5 stars | 7.47 | 22.09 | 20.00 | 0.61 | 49,169 | 18.31 | 1.00 (30) | 13Y 6M | 10.00 |
| Edelweiss Mid Cap Dir | 5 out of 5 stars | 6.61 | 23.66 | 19.58 | 0.42 | 17,748 | 21.36 | 1.00 (90) | 13Y 6M | 38.00 |
| HSBC Midcap Dir | 4 out of 5 stars | 16.94 | 25.87 | 19.19 | 0.55 | 15,352 | 20.18 | 1.00 (365) | 13Y 6M | 126.00 |
Aditya Birla (ABSL) Mid Cap Fund Portfolio Analysis
| No. of Stocks | 78 |
| Top 10 Stocks | 28.29% |
| Top 5 Stocks | 15.93% |
| Top 3 Sectors | 62.72% |
| Portfolio P/B Ratio | 4.86 |
| Portfolio P/E Ratio | 33.46 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 50,319 | 66,302 |
| Large (%) | 12.42 | 13.93 |
| Mid (%) | 60.62 | 74.74 |
| Small (%) | 26.96 | 12.05 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR
https://mutualfund.adityabirlacapital.com/portal/investor/login
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Quicklinks
July 21, 2026
mayank



