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Aditya Birla Sun Life Midcap Fund -DIRECT - IDCW

Aditya Birla Sun Life · Mid Cap
High
₹85.15
Current NAV
23 Oct 2026
-16.1%
1Y Return
4.9%
3Y CAGR
4.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.52%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.92).
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.92
Sharpe Ratio
1.12
Beta
2.92
Alpha
1.12
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Mid Cap
AUM ₹5470 Cr
Expense Ratio 0.52%
Min SIP ₹500
Min Lumpsum ₹1000
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