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Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 119620

₹977.28▲ 0.21%NAV · 2026-09-18
56
Decent FundScore
Start SIP
AUM
₹6,723 cr
Expense ratio
1.24%
3Y CAGR
18.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Jayesh GandhiExit load: Exit load of 1%, if redeemed within 90 days.
Decent · 56/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 16.0% CAGR over 5 years.
  • ✓Compounding well recently — 18.9% CAGR over 3 years.
  • ✓3Y CAGR: +18.9%
  • ✓5Y CAGR: +16.0%
  • ✓Positive 3Y windows: 91% of rolling 3Y windows positive

📉 What could drag it down

  • •Can fall sharply — dropped 45% in its worst stretch. Stomach needed.
  • •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -0.9% vs category avg
  • •5Y CAGR vs category: -1.4% vs category avg

FundScore breakdown

56/100 · Decent
How it works →
60
Returns
Decent
52
Consistency
Average
52
Risk-adjusted
Average
47
Downside protection
Average
66
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.