LS
Lovelish SolankiFund Manager Since 6 Apr 2021
EquityIndex Funds
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
3Y Annualised
19.75%
-0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.00%
-0.51% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹283.20 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.005%
For redemption / switch-out of units on or before 15 days from the date of allotment: 0.50% of applicable NAV. For redemption / switch-out of units after 15 days from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Edelweiss Nifty Smallcap 250 Index Fund Regular Payout Inc Dist cum Cap Wdrl
5.11%
2nd
IDBI Nifty 50 Index Fund Direct Growth
3.73%
3rd
IDBI Nifty 50 Index Fund Direct Payout of Income Distribution cum Cap Wdrl
3.73%
4th
IDBI Nifty 50 Index Fund Direct Reinvestment of Income Distribution cum Cap Wdrl
3.73%
5th
IDBI Nifty 50 Index Growth
3.68%
546th
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
-4.00%
Fund Managers
KM
Kedarnath MirajkarFund Manager Since 5 Aug 2021
About Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 3 years, having been launched on 2021-04-06. Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth has ₹283.20 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth as of Wed Mar 12 2025 is ₹20.3192. The fund has an expense ratio of 0.44%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth returns for the last 1 year are 1.92%. Since launch, it has delivered 19.62% average annual returns.
The Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth has the majority of its money invested in Healthcare, Consumer Cyclical, Financial Services, Industrials, Technology sectors.
Top 5 Holdings of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth.
- Max Healthcare Institute Ltd Ordinary Shares: 2.53%
- Indian Hotels Co Ltd: 2.19%
- BSE Ltd: 2.19%
- Suzlon Energy Ltd: 2.05%
- Persistent Systems Ltd: 1.94%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2021-04-06 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
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expense ratio
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Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
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expense ratio
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Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
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fund size
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FAQs
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What are the top 3 sectors that Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth has invested in?
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