Aditya Birla Sun Life Nifty Mid Cap 150 Index Fund
Direct · Growth ₹23.55
26 Oct 2026
NAV
23.0%
3Y CAGR
17.5%
5Y CAGR
19.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.56
Sharpe
-21.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.40%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.73 L | 19.0% | -25.5% | 70.3% |
| 3 Years | ₹36.00 L | ₹47.89 L | 22.0% | 0.7% | 40.2% |
| 5 Years | ₹60.00 L | ₹90.07 L | 16.1% | 11.2% | 18.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 19.0% | 4.9% |
| 3 Years | 22.0% | 10.3% |
| 5 Years | 16.1% | 14.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.1% | 10.7% | -6.2% | 62.7% | 0.66 | 4.13 | 92% | — | — |
| 3 Years | 23.0% | 23.0% | 12.3% | 30.9% | 4.44 | — | 100% | — | — |
| 5 Years | 17.5% | 17.9% | 12.6% | 20.6% | 5.56 | — | 100% | — | — |
-21.2%
Max Drawdown
8 mo
Drawdown Duration
3 mo
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
1.08
3Y
0.82
5Y
143
Total Holdings
18.2%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | BSE Limited | 3.86% |
| 2 | The Federal Bank Limited | 1.99% |
| 3 | Multi Commodity Exchange of India Limited | 1.77% |
| 4 | Suzlon Energy Limited | 1.75% |
| 5 | Hero MotoCorp Limited | 1.52% |
| 6 | GE Vernova T&D India Ltd | 1.50% |
| 7 | IndusInd Bank Limited | 1.49% |
| 8 | Bharat Heavy Electricals Limited | 1.48% |
| 9 | Laurus Labs Limited | 1.44% |
| 10 | Lupin Limited | 1.44% |