FAQ : Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 56.39 26.75 N/A N/A
Average Rolling Returns(%) 25.65 N/A N/A N/A

The Current NAV of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is ₹23.52.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.01%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is currently ₹223 Crores.

The Top three stocks are Max Healthcare Inst, Suzlon Energy and Indian Hotel and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 9% and 15% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 40% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Haresh Mehta and Pranav Gupta manage the Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth Fund.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth current PE ratio is 56.37 and PB ratio is 9.85

The asset allocation of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is Stocks : 99.60%, Debt : 0.40% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹100.00

The exit load for Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is 0.25% on or before 15 days, Nil after 15 days

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.