Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW

Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW: Mutual Fund Overview

Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW is an Mid Cap mutual fund with over 4.94 years of performance history. The scheme manages an AUM of ₹425.14 Cr and has a NAV of ₹22.8389. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 14.65%.

Equity, Mid Cap, Principal at very high risk

1 Year Return 14.65% at 12 Mar 2026 08:36 PM

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Fund Details

NAV 22.8389

Sub-Type Mid Cap

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 4.94

Fund Size(in Crores) 425.14

Fund Performance

1 Month -6.82%

3 Month -4.85%

6 Month -3.29%

1 Year 14.65%

3 Year 21.28%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.75%) Market Cap Mid Cap 75.48 Small Cap 8.09 Large Cap 16.18 Top Sectors Financial 20.44 Capital Goods 11.4 Services 10.74 Automobile 9.06 Healthcare 8.79 Energy 6.22 Consumer Staples 5.08 Metals & Mining 4.75 Technology 4.71 Chemicals 4.45 Construction 4.22 Communication 3.13 Materials 2.85 Consumer Discretionary 2.02 Insurance 1.08 Textiles 0.81 Top Holding Rail Vikas Nigam 0.47 NTPC Green Energy 0.22 AU Small Finance Bank 1.43 Balkrishna Industries 0.5 Sona BLW Precision Forgings 0.63 FSN E-Commerce Ventures 0.96 Vodafone Idea 0.77 Indian Overseas Bank 0.14 Hexaware Technologies 0.19 Ipca Laboratories 0.56 Bharat Heavy Electricals 1.02 Housing & Urban Dev Corp 0.25 UCO Bank 0.09 Lloyds Metals & Energy 0.42 Tata Technologies 0.26 Indusind Bank 1.66 Syngene International 0.21 NLC India 0.22 Motilal Oswal Financial Services 0.3 Oberoi Realty 0.47 Voltas 0.94 Supreme Industries 0.68 The Federal Bank 1.94 KPIT Technologies 0.33 360 One Wam 0.74 Indraprastha Gas 0.32 Indian Railway Catering & Tourism 0.45 LIC Housing Fin. 0.43 Fortis Healthcare 1.29 Endurance Technologies 0.25 Indian Bank 0.92 Schaeffler India 0.46 Honeywell Automation India 0.18 K.P.R. Mill 0.27 Tata Investment Corporation 0.23 SRF 0.98 Aditya Birla Capital 0.7 JSW Infrastructure 0.22 Torrent Power 0.79 Bharat Forge 1.34 Indian Renewable Energy Development Agency 0.26 Coforge 1.05 Page Industries 0.53 Bank of Maharashtra 0.4 Biocon 0.73 Berger Paints India 0.34 Dalmia Bharat 0.42 SBI Cards 0.61 APL Apollo Tubes 1.07 Mankind Pharma 0.67 Swiggy 1.06 IDBI Bank 0.17 Tube Investments Of India 0.77 National Aluminium Company 0.84 Jindal Stainless 0.65 Oil India 0.7 Escorts Kubota 0.31 Union Bank of India 1.03 Godrej Industries 0.11 Waaree Energies 0.68 Muthoot Finance 0.95 UNO Minda 0.57 Bharti Hexacom 0.32 MRF 0.75 Dabur India 0.8 AWL Agri Business 0.23 The Phoenix Mills 0.82 GMR Airports 0.95 Glaxosmithkline Pharma 0.28 L&T Technology Services 0.25 Alkem Laboratories 0.87 Cummins India 1.74 Ajanta Pharma 0.33 Blue Star 0.66 Procter & Gamble Hygiene and Health Care 0.28 AIA Engineering 0.39 IRB Infra Dev 0.22 GE Vernova T&D 1.26 NMDC 0.74 Steel Authority Of India 0.63 Petronet LNG 0.64 Kalyan Jewellers India 0.42 Gujarat Gas 0.19 Hindustan Petroleum Corporation 1.11 Polycab India 1.19 Marico 1.1 ACC 0.26 Kei Industries 0.83 Premier Energies 0.22 Astral 0.54 Sundaram Finance 1 Hero Motocorp 1.95 L&T Fin 0.61 SJVN 0.14 IDFC First Bank 1.28 Jubilant FoodWorks 0.54 CRISIL 0.28 General Insurance Corporation of India 0.31 Bharat Dynamics 0.31 One97 Communications 1.17 Godrej Properties 0.68 Patanjali Foods 0.46 Max Financial Services 1.26 Tata Communications 0.49 Cochin Shipyard 0.33 NHPC 0.63 Gujarat Fluorochemicals 0.39 Colgate-Palmolive (India) 0.78 ICICI Prudential 0.68 Coromandel International 0.69 ITC Hotels 0.43 Container Corporation Of India 0.45 Bank of India 0.56 Persistent Systems 1.36 PB Fintech 1.33 Lupin 1.47 Prestige Estates Projects 0.62 Aurobindo Pharma 0.9 Mahindra & Mahindra Financial Services 0.65 Glenmark Pharmaceuticals 0.85 Exide Industries 0.4 JK Cement 0.62 Nippon Life India Asset Management 0.44 Apollo Tyres 0.39 Godfrey Phillips India 0.23 Ashok Leyland 1.59 Thermax 0.32 Global Health 0.25 3M India 0.28 Oracle Financial Services Software 0.43 Hitachi Energy India 0.86 Fert & Chem Travancore 0.12 Adani Total Gas 0.37 Tata Elxsi 0.41 Yes Bank 0.96 BSE 2.91 PI Industries 0.67 Vishal Mega Mart 0.66 Suzlon Energy 1.36 UPL 0.94 HDFC AMC 1.45 New India Assurance 0.09 Mphasis 0.69 Indus Towers 1.55 United Breweries 0.31 Abbott India 0.36 Linde India 0.37 Apar Industries 0.5 Dixon Technologies (India) 1.14 Deepak Nitrite 0.29

Debt & Others (0.25%) Sector Allocation Net Payables -0.72 Reverse Repo 0.97 Debt Credit Ratings Debt Category Others 0.25

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.97%

Exit Load 0.25%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Rupesh Gurav

Education B. Com Mumbai University

Experience Prior to joining the Aditya Birla Sun Life AMC Limited, he had worked with Citi Bank N.A and Sahara Asset Management Company Private

Pranav Gupta

Education Mr. Gupta has done B.Com and Master of Management Studies, Finance

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Centrum India and Ohm Stock Broker Pvt. Ltd

Haresh Mehta

Education Mr. Mehta has done MBA and CFA

Experience Prior to joining Jio BlackRock AMC, he was associated with Bajaj Finserv AMC, Aditya Birla Sun Life AMC Ltd, Baroda BNP Paribas Asset Management India Pvt. Ltd and First Global Stockbroking Pvt. Ltd

Priya Sridhar

Education Ms. Sridhar has done B.Com and M.F.M

Experience Prior to joining Aditya Birla Mutual Fund, she has worked with ICICI Prudential MF, ITI Mutual Fund and LIC Housing Finance Ltd

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 38

Date of Incorporation 2021-04-01

Total AUM 435493.47

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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