Home Funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW

Aditya Birla Sun Life · Mid Cap
High
₹24.90
Current NAV
25 Jun 2026
27.7%
1Y Return
14.7%
3Y CAGR
26.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Very large asset base (AUM: ₹20,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.

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
1.77
Sharpe Ratio
1.07
Beta
-0.73
Alpha
2.07
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Mid Cap
AUM ₹20820 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Mid Cap
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Large and Mid Cap
₹12.63 44.9%
HDFC Mid Cap Fund - Growth Plan
HDFC
₹204.86 44.9%
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹98.41 44.9%
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)
Canara Robeco
₹81.49 44.8%