Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Mid Cap

High

₹933.64

Current NAV

25 Jun 2026

19.8%

1Y Return

16.8%

3Y CAGR

18.8%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.88%.
Very large asset base (AUM: ₹23,030 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

0.98

Sharpe Ratio

0.88

Beta

-2.52

Alpha

1.25

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