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Fund Overview of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
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₹462.0 CrAUM
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₹24.94NAV
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0.93%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.73% | NA | 4.37% |
| 6 Months | 4.12% | NA | 15.67% |
| 1 Year | 5.83% | 5.83% | -0.50% |
| 2 Years | 9.14% | 4.47% | 23.18% |
| 3 Years | 71.13% | 19.61% | 22.72% |
| 5 Years | 122.89% | 17.39% | 26.92% |
Compare Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth with other mutual funds in the same category
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
99.78%other assets or cash equivalents
0.22%Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 01 Apr 2021, the fund aims Long term Capital Appreciation. Investments in Equity and equity related securities replicating the composition of the Nifty Midcap 150 Index. It manages assets worth ₹462.0 crore as on Sun May 31, 2026. The expense ratio stands at 0.93%. Fund Manager Manager EducationAbout Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
The portfolio allocation consists of 99.78% in equities, 0.22% in other assets or cash equivalents.Managed by Priya Sridhar, it has delivered a return of 5.83% in the last year, a total return since inception of 19.16%.
Considering individual goals individuals often evaluate best sip as part of their long-term financial strategy.
Key Metrics of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
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Standard Deviation18.36%
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Sharpe Ratio0.82%
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Alpha-0.15%
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Beta1.00%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Aditya Birla Sun Life Mid Cap Fund Regular-growth
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₹6,398 | 4.07% | 13.93% | 4.56% | 5.57% | 18.07% |
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Aditya Birla Sun Life Mid Cap Direct Fund-growth
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₹6,398 | 4.14% | 14.16% | 4.99% | 6.46% | 19.06% |
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Aditya Birla Sun Life Mid Cap Fund Regular-idcw
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₹6,398 | 4.07% | 13.93% | 4.56% | 5.57% | 18.07% |
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Aditya Birla Sun Life Mid Cap Direct Fund-idcw
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₹6,398 | 4.14% | 14.16% | 4.99% | 6.46% | 19.06% |
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Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth
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₹462 | 2.42% | 11.88% | 4.41% | 6.42% | 20.29% |
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Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-idcw
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₹462 | 2.42% | 11.88% | 4.41% | 6.42% | 20.29% |
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Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-idcw
|
₹462 | 2.37% | 11.73% | 4.12% | 5.83% | 19.61% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 4.20% | ₹19.41 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.87% | ₹8.64 Cr |
| The Federal Bank Ltd | Financial | 1.76% | ₹8.15 Cr |
| Suzlon Energy Ltd | Industrials | 1.72% | ₹7.93 Cr |
| Ge T&d India Ltd | Industrials | 1.58% | ₹7.31 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.58% | ₹7.29 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.51% | ₹6.97 Cr |
| Indusind Bank Ltd | Financial | 1.49% | ₹6.90 Cr |
| Pb Fintech Ltd | Financial | 1.44% | ₹6.65 Cr |
| Indus Towers Ltd | Technology | 1.42% | ₹6.56 Cr |
| Persistent Systems Ltd | Technology | 1.40% | ₹6.48 Cr |
| Au Small Finance Bank Ltd | Financial | 1.38% | ₹6.38 Cr |
| Lupin Ltd | Healthcare | 1.36% | ₹6.30 Cr |
| Laurus Labs Ltd | Healthcare | 1.31% | ₹6.07 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.29% | ₹5.98 Cr |
| Polycab India Ltd | Industrials | 1.24% | ₹5.73 Cr |
| Coforge Ltd | Technology | 1.23% | ₹5.67 Cr |
| Hitachi Energy India Ltd | Industrials | 1.21% | ₹5.60 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.20% | ₹5.54 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.18% | ₹5.45 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth
What is the current AUM of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth?
As of Sun May 31, 2026, Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth manages assets worth ₹462.0 crore
How has Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth performed recently?
- 3 Months: 11.73%
- 6 Months: 4.12%
What is the long-term performance of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth?
- 3 Years CAGR: 19.61%
- 5 Years CAGR: 17.39%
- Since Inception: 19.16%
What is the portfolio composition of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth?
Equity: 99.78%, Others: 0.22%.
Who manages Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth?
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth is managed by Priya Sridhar from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth?
Large Cap: 3.91%, Mid Cap: 92.47%, Small Cap: 3.62%.
Which are the top companies Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth has invested in?
- BSE Ltd – 4.20% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 1.87% of the fund's portfolio
- The Federal Bank Ltd – 1.76% of the fund's portfolio
- Suzlon Energy Ltd – 1.72% of the fund's portfolio
- GE T&D India Ltd – 1.58% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth focuses on?
- Financial – 12.15% of the fund's portfolio
- Industrials – 7.26% of the fund's portfolio
- Consumer Discretionary – 4.05% of the fund's portfolio
- Technology – 4.05% of the fund's portfolio
- Healthcare – 3.88% of the fund's portfolio
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