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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth

Aditya Birla Sun Life · Scheme 148807

26.44 0.38%NAV · 2026-09-18
78
Strong FundScore
Start SIP
AUM
₹487 cr
Expense ratio
0.44%
3Y CAGR
18.4%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Lovelish SolankiExit load: Exit load of 0.25%, if redeemed within 15 days.
Strong · 78/100

A high-quality fund that scores well on the factors that matter.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Strong long-term record — 17.9% CAGR over 5 years.
  • Compounding well recently — 18.4% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Low cost — 0.44% expense ratio means more of the return stays with you.
  • 3Y CAGR: +18.4%
  • 5Y CAGR: +17.9%

📉 What could drag it down

  • Sortino ratio: 0.96

FundScore breakdown

78/100 · Strong
How it works →
77
Returns
Strong
100
Consistency
Excellent
44
Risk-adjusted
Weak
79
Downside protection
Strong
83
Cost efficiency
Excellent
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.