Aditya Birla SL Mid Cap Fund Plan
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.
Growthvine rating: 2/5 — ranked #27 of 34 in category.
Fund basics
| Category | Equity: Mid Cap |
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| NAV | ₹776.93 (as of 2026-10-22) |
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| AUM | ₹6,550 Cr |
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| Expense ratio | 1.56% |
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| Riskometer | Very High |
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| Fund manager | Vishal Gajwani |
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| Exit load | 1% for redemption within 90 days |
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Performance & risk
| 5-year annualised return | 11.88% |
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| Sharpe ratio | 0.43 |
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| Standard deviation | 18.42% |
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| Max drawdown | −68.27% |
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| Alpha | -0.63 |
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| Beta | 0.97 |
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Over 5 years, captured 88.0% of NIFTY Midcap 150's upside and 94.1% of its downside.
Market cap allocation
| Large cap | 7.5% |
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| Mid cap | 64.0% |
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| Small cap | 28.5% |
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Concentration
| Top 5 holdings | 14.6% |
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| Top 10 holdings | 26.5% |
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| Total holdings | 76 |
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| Index overlap | 32.0% |
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| Active share | 68.0% |
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Top holdings
- Federal Bank Ltd. — 3.0%
- APL Apollo Tubes Limited — 3.0%
- AU Small Finance Bank Limited — 3.0%
- Billionbrains Garage Ventures Limited — 2.9%
- J.K. CEMENT LTD — 2.7%
- Ajanta Pharma Ltd. — 2.6%
- Navin Fluorine International Limited — 2.6%
- Max Financial Services Limited — 2.4%
- Thermax Ltd. — 2.3%
- Prestige Estates Projects Limited — 2.1%
Top sectors
- Banking & Financial — 15.3%
- Industrial Products — 12.7%
- Pharma & Biotech — 6.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −3.4% | Q3 | #17 of 31 |
| 2025 | 4.4% | Q1 (Top) | #8 of 29 |
| 2024 | 22.0% | Q4 (Bottom) | #24 of 29 |
| 2023 | 39.9% | Q2 | #11 of 28 |
| 2022 | −5.3% | Q4 (Bottom) | #22 of 22 |