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  • Aditya Birla Sun Life Nifty Midcap 150 Index Fund (Growth)

Formerly Aditya BSL Nifty Midcap 150 Index Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Nifty Midcap 150 Index Fund (Growth)

OtherOther

12.6156

NAV (Oct 25)

25.6%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

0 Years.

Relative Size

54 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

12.6156

NAV (Oct 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
25.6%
6 Month CAGR
27.9%
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Scheme Information

Investment Objective

The investment objective of the Scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index,subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.03
Launched (0y ago)
Apr 06, 2021
AUM in Crores
53.145
ISIN
INF209KB1W41
Lock-in
No Lock-in
Benchmark
IISL Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Kedarnath Mirajkar

Fund Manager

user-avatar

Lovelish Solanki

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 182 cr

0

₹ 14 cr

0

₹ 6 cr

0

₹ 16 cr

0

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Aditya Birla Sun Life Focused Equity Fund (G)

    recommended-badge

    21.5%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    4.9%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G)

    About Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G)

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) is a Other Other fund and has delivered an annualised return of 25.6% over a period of 0 years. The fund was previously known as Aditya BSL Nifty Midcap 150 Index Reg Gr . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Kedarnath Mirajkar, Lovelish Solanki

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) Investment Objective

    The investment objective of the Scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index,subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) fund was launched on Apr 06, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-10-25 is ₹12.62. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹53.145. The category risk of the Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) fund is Very High Risk. The fund charges 1.03 % as expense ratio.

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.7% in this asset class. The top three holdings of the fund are , adani total gas ltd , srf ltd , zee entertainment enterprises ltd , crompton greaves consumer electricals ltd , voltas ltd , mindtree ltd , godrej properties ltd , au small finance bank ltd , tata power co ltd , shriram transport finance co ltd , mphasis ltd , laurus labs ltd , bharat electronics ltd , max financial services ltd , trent ltd , balkrishna industries ltd , persistent systems ltd , indian railway catering and tourism corp ltd , container corporation of india ltd , ashok leyland ltd , tata elxsi ltd , astral ltd , bharat forge ltd , clearing corporation of india limited , aarti industries ltd , alkem laboratories ltd , page industries ltd , petronet lng ltd , deepak nitrite ltd , dalmia bharat ltd , the federal bank ltd , sundaram finance ltd , ipca laboratories ltd , power finance corp ltd , dixon technologies (india) ltd , mrf ltd , tata communications ltd , jsw energy ltd , atul ltd , supreme industries ltd , idfc first bank ltd , rec ltd , tata chemicals ltd , tube investments of india ltd ordinary shares , fortis healthcare ltd , coforge ltd , cummins india ltd , varun beverages ltd , net receivables / (payables) , tvs motor co ltd , lic housing finance ltd , l&t technology services ltd , indiamart intermesh ltd , navin fluorine international ltd , indian hotels co ltd , dr. lal pathlabs ltd , emami ltd , canara bank , ramco cements ltd , oberoi realty ltd , apl apollo tubes ltd , united breweries ltd , city union bank ltd , mahindra & mahindra financial services ltd , gujarat gas ltd , abbott india ltd , bata india ltd , oracle financial services software ltd , escorts ltd , jk cement ltd , max healthcare institute ltd ordinary shares , honeywell automation india ltd , polycab india ltd , abb india ltd , kajaria ceramics ltd , hindustan aeronautics ltd ordinary shares , sundaram fasteners ltd , oil india ltd , rbl bank ltd , vodafone idea ltd , manappuram finance ltd , aavas financiers ltd , gmr infrastructure ltd , gujarat state petronet ltd , phoenix mills ltd , pfizer ltd , kansai nerolac paints ltd , torrent power ltd , national aluminium co ltd , bharat heavy electricals ltd , aditya birla fashion and retail ltd , natco pharma ltd , relaxo footwears ltd , exide industries ltd , rajesh exports ltd , hatsun agro product ltd , aditya birla capital ltd , hindustan zinc ltd , coromandel international ltd , l&t finance holdings ltd , nhpc ltd , aia engineering ltd , glenmark pharmaceuticals ltd , apollo tyres ltd , amara raja batteries ltd , sanofi india ltd , skf india ltd , syngene international ltd , minda industries ltd , 3m india ltd , metropolis healthcare ltd , bayer cropscience ltd , prestige estates projects ltd , nippon life india asset management ltd ordinary shares , castrol india ltd , cholamandalam financial holdings ltd , crisil ltd , glaxosmithkline pharmaceuticals ltd , mahanagar gas ltd , schaeffler india ltd , whirlpool of india ltd , ajanta pharma ltd , affle india ltd , endurance technologies ltd , linde india ltd , icici securities ltd , thermax ltd , macrotech developers ltd , vinati organics ltd , solar industries india ltd , alkyl amines chemicals ltd , sumitomo chemical india ltd ordinary shares , sun tv network ltd , alembic pharmaceuticals ltd , gillette india ltd , dhani services ltd , suven pharmaceuticals ltd , union bank of india , indian railway finance corp ltd ordinary shares , the new india assurance co ltd , blue dart express ltd , godrej industries ltd , ttk prestige ltd , zydus wellness ltd , bank of india , vaibhav global ltd , indian bank , wabco india ltd , motilal oswal financial services ltd , hindustan copper ltd , general insurance corporation of india , iti ltd

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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