Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
NAV: ₹26.1-0.46%
07 Sept 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +9.12% | 9.73% | 29 / 47 |
| 3Y Return | +15.23% | 16.39% | 25 / 37 |
| 5Y Return | +16.49% | 16.30% | 13 / 28 |
| 10Y Return | — | 16.59% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Mid Cap
Top funds by AUM in the Equity: Mid Cap category — see how Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Midcap 150 Total Return Index
Top funds tracking the NIFTY Midcap 150 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Mid Cap Fund Direct-Growth, and Nippon India Growth Mid Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth is ranked 25 out of 37 funds in the Equity: Mid Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 13 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth has an expense ratio of 0.45%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.74% and Kotak Mid Cap Fund Direct-Growth has 0.52%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth has an AUM of ₹487.38 crore. The peers HDFC Mid Cap Fund Direct-Growth has an AUM of ₹1,05,143 crore and Kotak Mid Cap Fund Direct-Growth has ₹69,282.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is HSBC Midcap Fund Direct-Growth with a CAGR of 24.57% as of 6 Sep 2026. Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth has delivered 15.23% CAGR over the same period, ranking 25 out of 37 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-Growth has a Sharpe ratio of 0.67 compared to the Equity: Mid Cap average of 0.72 as of 6 Sep 2026. It ranks 25 out of 37 funds in its category on Sharpe ratio.