• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)

Formerly Aditya BSL Nifty Midcap 150 Index Reg DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)

EquityIndex Funds

13.0969

NAV (Sep 23)

21.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 77 Cr

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.0969

NAV (Sep 23)

Fund Returns

Last 1Y

7.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

21.7%

6 Month CAGR

11%

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.

Expense Ratio

1.01

Launched (1y ago)

Apr 06, 2021

AUM in Crores

76.991

ISIN

INF209KB1W58

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Pranav Gupta

Fund Manager

Lovelish Solanki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-09-23

Top Stock Holdings

adani total gas ltd

5.5%
5.5%

bharat electronics ltd

2%
2%

tata elxsi ltd

1.7%
1.7%

trent ltd

1.7%
1.7%

page industries ltd

1.6%
1.6%
See all holdings

Allocation by Sector

industrials

18.1%
18.1%

consumer cyclical

17.4%
17.4%

financial services

16.6%
16.6%

basic materials

11.7%
11.7%

utilities

8.9%
8.9%
See all sectors

Compare Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 310,524 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

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

    5.3%

    7.4%

    5.1%

    6.7%

    5.3%

    7.3%

    5.1%

    7%

    5.4%

    7.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) Review

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 21.7% over a period of 1 years. The fund was previously known as Aditya BSL Nifty Midcap 150 Index Reg DP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Lovelish Solanki, Pranav Gupta.

    Nav of Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) as of 9/23/2022 is ₹13.10 with the total AUM as of 9/24/2022 is ₹76.991. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) was launched on Apr 06, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 7.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)?

    Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is a Index Funds Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)?

    You can invest in Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)?

    The minimum sip amount for Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A)?

    The expense ratio of the Aditya Birla Sun Life Nifty Midcap 150 Index Fund (PIDCW-A) is 1.01% for regular plan.