FAQ : Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 43.28 22.2 N/A N/A
Average Rolling Returns(%) 29.15 27.20 N/A N/A

The Current NAV of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan is ₹22.86.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.44%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan is currently ₹285 Crores.

The Top three stocks are Suzlon Energy, Max Healthcare Inst and BSE and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 18% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan fund are BFSI, Auto and Healthcare accounting for 41% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.

Haresh Mehta manages the Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan Fund.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan current PE ratio is 52.43 and PB ratio is 10.46

The asset allocation of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan is Stocks : 99.93%, Debt : 0.03% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹100.00

The exit load for Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth - Direct Plan is 0.25% on or before 15 days, Nil after 15 days

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