Investment Objective
Aditya Birla Sun Life Midcap Fund seeks to generate long term capital growth at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks.
Investment Strategy
- Aditya Birla Sun Life Midcap Fund allocates at least 65% of its net assets to equity and equity related securities of midcap companies.
- It has the flexibility to invest up to 35% of its net assets in equity of large or small market cap for diversification; as and when favourable investing opportunities arise.
- The scheme may also invest a small portion of its net assets in debt and money market instruments for liquidity requirements.
- It primarily seeks long-term growth opportunities by investing in mid-cap stocks having strong fundamentals. However, the fund may also consider short-term opportunities as and when they arise.
Who Should Invest
- Investors seeking to build wealth over the long term.
- Those seeking to invest in mid-sized companies, which have the potential to become large cap companies in the future.
- Investors seeking to benefit from high growth potential of mid cap companies at lower risk than small-cap stocks.