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

Aditya Birla Sun Life · Scheme 148807

26.41 0.30%NAV · 2026-08-05
78
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.7%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.11%
3 Months+5.43%
6 Months+7.00%
1 Year+9.72%
3 Years (CAGR)+18.70%
5 Years (CAGR)+17.65%
10 Years (CAGR)
Since Launch+19.89%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns78
Consistency100
Risk-adjusted44
Downside protection79
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.7%
  • 5Y CAGR: +17.6%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 88% of windows
  • Max drawdown: -21%

What to watch

  • Sortino ratio: 0.96

Risk metrics

Sharpe ratio
0.80
Sortino ratio
0.96
Volatility
16.80%
Max drawdown
-21.19%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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