Aditya Birla Sun Life MIDCAP Fund-Growth

  • Scheme Category:  
  • Equity Scheme >  
  • Mid Cap Fund
NAV: ₹ 860.58 ↓ -0.88%
[as on 1 September, 2026]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Aditya Birla Sun Life MIDCAP Fund-Growth and its peers as on 1 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Aditya Birla Sun Life MIDCAP Fund-Growth 6.54% -0.88% -1.13% 2.34% 7.81% 11.12% 15.44% 14.34% 19.04% 13.06%
SBI MIDCAP FUND - REGULAR PLAN - GROWTH 2.32% -0.93% -0.84% -0.28% 4.12% 7.07% 10.92% 13.37% 20.42% 13.24%
ICICI Prudential Mid Cap Fund - Growth 10.16% -1.22% -0.68% 3.06% 4.94% 18.92% 21.98% 17.58% 21.93% 16.37%
HDFC Mid Cap Fund - Growth Plan 4.64% -0.48% -0.53% 1.19% 7.85% 10.95% 18.08% 19.4% 23.19% 16.82%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option 6.51% -0.98% -1.47% 0.26% 4.95% 10.22% 18.66% 18.3% 23.39% 17.63%
Reliance Growth Fund Institutional Plan Growth Plan Growth Option 35.01% 0.33% 1.25% 2.36% 24.15% 54.79% 13.55% 14.11%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 5.44% 43.67% -15.78% -3.44% 16.31% 50.85% -6.03% 39.65% 21.79% 4.63%

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns 0.11% 0.24% -5.63% -0.23% -10.8% 11.71% 0.55% 4.1% 0.9% 3.25%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 12.09% 1.49%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
98.04% 0.01% (Arbitrage: 0.00%) 0.00% 0.00% 1.94%

Equity

NameSymbol / ISINSectorWeight %Other links
The Federal Bank Ltd.FEDERALBNK (INE171A01029)Banks3.76%
AU Small Finance Bank Ltd.AUBANK (INE949L01017)Banks3.02%
Billionbrains Garage Ventures Ltd.GROWW (INE0HOQ01053)Capital Markets2.96%
Thermax Ltd.THERMAX (INE152A01029)Electrical Equipment2.78%
JK Cement Ltd.JKCEMENT (INE823G01014)Cement & Cement Products2.78%
Max Financial Services Ltd.MFSL (INE180A01020)Insurance2.57%
Ajanta Pharma Ltd.AJANTPHARM (INE031B01049)Pharmaceuticals & Biotechnology2.44%
APL Apollo Tubes Ltd.APLAPOLLO (INE702C01027)Industrial Products2.44%
Torrent Power Ltd.TORNTPOWER (INE813H01021)Power2.31%
Navin Fluorine International Ltd.NAVINFLUOR (INE048G01026)Chemicals & Petrochemicals2.30%
Prestige Estates Projects Ltd.PRESTIGE (INE811K01011)Realty2.20%
PB Fintech Ltd.POLICYBZR (INE417T01026)Financial Technology (Fintech)2.11%
L&T Finance Ltd.LTF (INE498L01015)Finance1.98%
KEI Industries Ltd.KEI (INE878B01027)Industrial Products1.91%
UNO Minda Ltd.UNOMINDA (INE405E01023)Auto Components1.90%
Dixon Technologies (India) Ltd.DIXON (INE935N01020)Consumer Durables1.78%
Fortis Healthcare Ltd.FORTIS (INE061F01013)Healthcare Services1.65%
Housing and Urban Development Corporation Ltd.HUDCO (INE031A01017)Finance1.65%
City Union Bank Ltd.CUB (INE491A01021)Banks1.62%
Supreme Industries Ltd.SUPREMEIND (INE195A01028)Industrial Products1.59%
Astral Ltd.ASTRAL (INE006I01046)Industrial Products1.58%
Hexaware Technologies Ltd.HEXT (INE093A01041)IT - Software1.56%
Persistent Systems Ltd.PERSISTENT (INE262H01021)IT - Software1.54%
United Spirits Ltd.UNITDSPR (INE854D01024)Beverages1.53%
Vishal Mega Mart Ltd.VMM (INE01EA01019)Retailing1.53%
K.P.R. Mill Ltd.KPRMILL (INE930H01031)Textiles & Apparels1.50%
Manipal Health Enterprises Ltd. A** (INE459N01021)Healthcare Services1.48%
Mrs. Bectors Food Specialities Ltd.BECTORFOOD (INE495P01020)Food Products1.48%
Poonawalla Fincorp Ltd.POONAWALLA (INE511C01022)Finance1.43%
Wework India Management Ltd.WEWORK (INE085001019)Commercial Services & Supplies1.38%
360 ONE WAM Ltd.360ONE (INE466L01038)Capital Markets1.37%
Sai Life Sciences Ltd.SAILIFE (INE570L01029)Pharmaceuticals & Biotechnology1.35%
Apar Industries Ltd.APARINDS (INE372A01015)Electrical Equipment1.31%
Swiggy Ltd.SWIGGY (INE00H001014)Retailing1.30%
TVS Motor Company Ltd.TVSMOTOR (INE494B01023)Automobiles1.29%
Aptus Value Housing Finance India Ltd.APTUS (INE852O01025)Finance1.24%
Inventurus Knowledge Solutions Ltd.IKS (INE115Q01022)IT - Services1.22%
Bank of MaharashtraMAHABANK (INE457A01014)Banks1.19%
Dr. Lal Path labs Ltd.LALPATHLAB (INE600L01024)Healthcare Services1.14%
Stylam Industries Ltd.STYLAMIND (INE239C01020)Consumer Durables1.09%
Ashok Leyland Ltd.ASHOKLEY (INE208A01029)Agricultural, Commercial & Construction Vehicles1.05%
Mphasis Ltd.MPHASIS (INE356A01018)IT - Software1.03%
KPIT Technologies Ltd.KPITTECH (INE04I401011)IT - Software1.02%
JSW Cement Ltd.JSWCEMENT (INE718I01012)Cement & Cement Products1.01%
Schaeffler India Ltd.SCHAEFFLER (INE513A01022)Auto Components1.01%
Titagarh Rail Systems Ltd.TITAGARH (INE615H01020)Industrial Manufacturing1.00%
Radico Khaitan Ltd.RADICO (INE944F01028)Beverages0.99%
SRF Ltd.SRF (INE647A01010)Chemicals & Petrochemicals0.91%
Jindal Steel Ltd.JINDALSTEL (INE749A01030)Ferrous Metals0.90%
GMR Airports Ltd.GMRAIRPORT (INE776C01039)Transport Infrastructure0.89%
Gujarat Fluorochemicals Ltd.FLUOROCHEM (INE09N301011)Chemicals & Petrochemicals0.87%
Meesho Ltd.MEESHO (INE0VDM01015)Retailing0.87%
Hitachi Energy India Ltd.POWERINDIA (INE07Y701011)Electrical Equipment0.86%
Welspun Living Ltd.WELSPUNLIV (INE192B01031)Textiles & Apparels0.85%
Motherson Sumi Wiring India Ltd.MSUMI (INE0FS801015)Auto Components0.84%
Kirloskar Oil Engines Ltd.KIRLOSENG (INE146L01010)Industrial Products0.82%
Multi Commodity Exchange of India Ltd.MCX (INE745G01043)Capital Markets0.80%
IPCA Laboratories Ltd.IPCALAB (INE571A01038)Pharmaceuticals & Biotechnology0.75%
Berger Paints India Ltd.BERGEPAINT (INE463A01038)Consumer Durables0.71%
Bank of IndiaBANKINDIA (INE084A01016)Banks0.70%
Alkem Laboratories Ltd.ALKEM (INE540L01014)Pharmaceuticals & Biotechnology0.68%
Bharat Forge Ltd.BHARATFORG (INE465A01025)Auto Components0.67%
Apollo Hospitals Enterprise Ltd.APOLLOHOSP (INE437A01024)Healthcare Services0.64%
Rolex Rings Ltd.ROLEXRINGS (INE645S01024)Auto Components0.62%
Whirlpool of India Ltd.WHIRLPOOL (INE716A01013)Consumer Durables0.61%
Vedanta Aluminium Metal Ltd.VAML (INE1CDF01017)Non - Ferrous Metals0.60%
Firstsource Solutions Ltd.FSL (INE684F01012)Commercial Services & Supplies0.54%
Waaree Energies Ltd.WAAREEENER (INE377N01017)Electrical Equipment0.47%
INDO-MIM Ltd. (INE084101034)Industrial Manufacturing0.43%
Doms Industries Ltd.DOMS (INE321T01012)Household Products0.40%
Aditya Birla Real Estate Ltd.ABREL (INE055A01016)Realty0.39%
JSW Infrastructure Ltd.JSWINFRA (INE880J01026)Transport Infrastructure0.30%
Lohia Corp Ltd. (INE0QJW01029)Industrial Manufacturing0.28%
Biocon Ltd.BIOCON (INE376G01013)Pharmaceuticals & Biotechnology0.24%

Debt

NameRatingWeight %
TVS Motor Company Ltd. (Non-convertible Preference Share)CARE A1+0.01%
Portfolio data is as on date 31 July, 2026

NAV history

Aditya Birla Sun Life MIDCAP Fund-Growth - 30 days NAV (Net asset value) history

DateNAV% change
1 September, 2026860.58 -0.88%
31 August, 2026868.18 -0.12%
28 August, 2026869.24 -0.26%
27 August, 2026871.54 -0.04%
26 August, 2026871.87 0.17%
25 August, 2026870.39 0.33%
24 August, 2026867.50 -0.11%
21 August, 2026868.49 -0.11%
20 August, 2026869.42 0.43%
19 August, 2026865.66 -0.44%
18 August, 2026869.46 0.21%
17 August, 2026867.68 0.6%
14 August, 2026862.47 -0.38%
13 August, 2026865.72 0.27%
12 August, 2026863.42 0.36%
11 August, 2026860.36 0.06%
10 August, 2026859.87 0.34%
7 August, 2026856.94 0.13%
6 August, 2026855.83 0.11%
5 August, 2026854.91 0.68%
4 August, 2026849.16 -0.24%
3 August, 2026851.20 1.23%
31 July, 2026840.89 0.21%
30 July, 2026839.11 -0.77%
29 July, 2026845.63 0.78%
28 July, 2026839.06 0.02%
27 July, 2026838.93 1.11%
24 July, 2026829.74 0.21%
23 July, 2026827.96 -1.19%
22 July, 2026837.89

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The latest NAV of Aditya Birla Sun Life MIDCAP Fund-Growth is 860.58 as on 1 September, 2026.
  • What are YTD (year to date) returns of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The YTD (year to date) returns of Aditya Birla Sun Life MIDCAP Fund-Growth are 6.54% as on 1 September, 2026.
  • What are 1 year returns of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The 1 year returns of Aditya Birla Sun Life MIDCAP Fund-Growth are 11.12% as on 1 September, 2026.
  • What are 3 year CAGR returns of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The 3 year annualized returns (CAGR) of Aditya Birla Sun Life MIDCAP Fund-Growth are 15.44% as on 1 September, 2026.
  • What are 5 year CAGR returns of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The 5 year annualized returns (CAGR) of Aditya Birla Sun Life MIDCAP Fund-Growth are 14.34% as on 1 September, 2026.
  • What are 10 year CAGR returns of Aditya Birla Sun Life MIDCAP Fund-Growth?
    The 10 year annualized returns (CAGR) of Aditya Birla Sun Life MIDCAP Fund-Growth are 14.34% as on 1 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Aditya Birla Sun Life MIDCAP Fund-Growth?
    Aditya Birla Sun Life MIDCAP Fund-Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.