Aditya Birla Sun Life Nifty Midcap 150 Index Fund

Review Date: 18-08-2026

Beginning of Analysis

In the Index Funds category, Aditya Birla Sun Life Nifty Midcap 150 Index Fund is the 9th ranked fund. The category has total 0 funds. The 5 star rating shows an excellent past performance of the Aditya Birla Sun Life Nifty Midcap 150 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.56.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Mid Cap Index Mutual Funds

Aditya Birla Sun Life Nifty Midcap 150 Index Fund Return Analysis

• The fund has given a return of 1.28%, 5.42 and 5.59 in last one, three and six months respectively. In the same period the category average return was 1.55%, 5.27% and 5.0% respectively.
• Aditya Birla Sun Life Nifty Midcap 150 Index Fund has given a return of 10.12% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was 8.53%.
• The fund has given a return of 18.4% in last three years and ranked 2.0nd out of nine funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 16.71%.
• The fund has given a return of 17.9% in last five years and ranked 1st out of two funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 17.84%.
• The fund has given a SIP return of 11.99% in last one year whereas category average SIP return is 10.62%. The fund one year return rank in the category is 5th in 16 funds
• The fund has SIP return of 11.62% in last three years and ranks 3rd in 9 funds. AXIS Nifty Midcap 50 Index Fund has given the highest SIP return (12.96%) in the category in last three years.
• The fund has SIP return of 17.26% in last five years whereas category average SIP return is 17.22%.

Aditya Birla Sun Life Nifty Midcap 150 Index Fund Risk Analysis

• The fund has a standard deviation of 18.16 and semi deviation of 13.52. The category average standard deviation is 14.64 and semi deviation is 10.77.
• The fund has a Value at Risk (VaR) of -26.02 and a maximum drawdown of -20.62. The category average VaR is -22.25 and the maximum drawdown is -17.1.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Mid Cap Index Mutual Funds Category

Good Performance in Mid Cap Index Mutual Funds Category

Poor Performance in Mid Cap Index Mutual Funds Category

Very Poor Performance in Mid Cap Index Mutual Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization