Aditya Birla Sun Life MIDCAP Fund-Growth

Aditya Birla Sun Life · Mid Cap

High

₹831.61

Current NAV

25 Jun 2026

23.9%

1Y Return

20.9%

3Y CAGR

22.9%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.89%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
Very large asset base (AUM: ₹20,940 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

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

1.39

Sharpe Ratio

1.29

Beta

-2.11

Alpha

1.93

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