Aditya Birla Sun Life Mid Cap Fund Direct Growth

Scheme code: INF209K01Q30 NAV value: ₹ 813.2500 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.98	57.98	32.61	35.89
3 year	11.73	36.26	23.06	26.04
5 year	-0.81	32.38	13.83	18.23
7 year	8.30	18.63	13.97	17.11
10 year	12.65	21.20	17.29	19.58
12 year	16.44	18.33	17.58	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	32.61
3 year	11.28	45.45	27.04	23.06
5 year	2.1	39.21	17.39	13.83
7 year	4.3	21.04	14.32	13.97
10 year	0.52	21.2	10.89	17.29
12 year	0.21	19.63	10.67	17.58
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	32.61
3 year	11.11	42.73	26.36	23.06
5 year	0.33	37.55	15.88	13.83
7 year	4.52	19.53	13.82	13.97
10 year	3.36	21.04	13.39	17.29
12 year	3.48	19.67	13.16	17.58
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	32.61
3 year	13.61	42.26	26.48	23.06
5 year	4.41	36.78	18.12	13.83
7 year	7.26	20.87	16.06	13.97
10 year	5.58	22.47	14.68	17.29
12 year	4.77	21.65	14.06	17.58
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	32.61
3 year	14.52	45.86	31.83	23.06
5 year	8.28	40.38	23.11	13.83
7 year	14.14	28.21	22.09	13.97
10 year	14.44	28.8	21.87	17.29
12 year	10.67	28.77	21.53	17.58
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	32.61
3 year	4.76	30.51	15.88	23.06
5 year	6.69	25.56	14.86	13.83
7 year	8.9	21.06	15.78	13.97
10 year	9.82	25.87	16.94	17.29
12 year	11.27	24.54	16.77	17.58
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 32.61% - Median return: 37.44% - Average standard deviation: 5.9

Rolling return for 3 year

- Average return: 23.06% - Median return: 22.4% - Average standard deviation: 2.1

Rolling return for 5 year

- Average return: 13.83% - Median return: 12.72% - Average standard deviation: 1.1

Rolling return for 7 year

- Average return: 13.97% - Median return: 14% - Average standard deviation: 0.79

Rolling return for 10 year

- Average return: 17.29% - Median return: 17.49% - Average standard deviation: 0.52

Rolling return for 12 year

- Average return: 17.58% - Median return: 17.69% - Average standard deviation: 0.49

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,30,284	1,30,284	10.86
3 year	36,00,000	49,83,631	13,83,631	11.45
5 year	60,00,000	93,13,104	33,13,104	9.19
7 year	84,00,000	1,42,10,187	58,10,187	7.80
10 year	1,20,00,000	2,83,47,412	1,63,47,412	8.98
12 year	1,44,00,000	4,18,45,939	2,74,45,939	9.30

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	10.86
3 year	13.52	11.45
5 year	11.1	9.19
7 year	8.58	7.8
10 year	7.33	8.98
12 year	7.49	9.3

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	10.86
3 year	13.17	11.45
5 year	10.58	9.19
7 year	8.06	7.8
10 year	7.88	8.98
12 year	7.95	9.3

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	10.86
3 year	12.89	11.45
5 year	11.21	9.19
7 year	9.03	7.8
10 year	8.85	8.98
12 year	8.75	9.3

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	10.86
3 year	15.28	11.45
5 year	14.09	9.19
7 year	12.08	7.8
10 year	12.95	8.98
12 year	13.14	9.3

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	10.86
3 year	7.27	11.45
5 year	8.09	9.19
7 year	7.95	7.8
10 year	9.36	8.98
12 year	9.44	9.3

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,30,284 - Absolute Returns: ₹1,30,284 - CAGR: 10.86%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,83,631 - Absolute Returns: ₹13,83,631 - CAGR: 11.45%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,13,104 - Absolute Returns: ₹33,13,104 - CAGR: 9.19%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,42,10,187 - Absolute Returns: ₹58,10,187 - CAGR: 7.8%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,83,47,412 - Absolute Returns: ₹1,63,47,412 - CAGR: 8.98%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,18,45,939 - Absolute Returns: ₹2,74,45,939 - CAGR: 9.3%