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(%) | 56.54 | N/A | N/A | N/A |
Average Rolling Returns(%) | 20.60 | N/A | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is ₹20.16.
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 Midcap 150 - TRI returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.04%
The process for redemption is
The AUM of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is currently ₹169 Crores.
The Top three stocks are Persistent Systems, Max Healthcare Inst and Indian Hotel and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 17% 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 41% 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 46.42 and PB ratio is 8.75
The asset allocation of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan - Growth is Stocks : 99.92%, Debt : 0.12% 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