Analyst’s Choice
The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index, subject to tracking errors.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan
|
Very High
|
Please wait... |
1.04 |
|||
Very High
|
Please wait... |
1.52 |
||||
Very High
|
Please wait... |
1.50 |
||||
Very High
|
Please wait... |
1.69 |
||||
Very High
|
Please wait... |
1.73 |
₹136 Cr
0.25 (15)
100
--
100
6
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan is ₹18.1314 as of 11-Dec-2023.
The AUM of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan Fund is ₹136 Cr as of 30-Nov-2023
The riskometer level of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
2.04
|
|
1.97
|
|
1.81
|
|
1.56
|
|
1.49
|
As of 30-Nov-2023, Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan had invested 100.07% in Equity and -0.07% in Cash & Cash Eq. See More
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan is 2 years 8 months old. It has delivered 24.78% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
33.94%
|
--
|
--
|
--
|
--
|
24.78%
|
No, There is no lock in period in Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan.
The expense ratio of Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular Plan is 1.04.
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