ReviewDirect · Growth
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Mid Cap Fund13.7 years
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
- NAV
- 927.13
- 15 Sept 2026
- 1Y
- +4.9%
- Trailing CAGR
- Upside capture
- +90%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +97%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.9%
- 3Y+13.8%
- 5Y+13.2%
- 10Y+13.6%
- SI+16.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.0%
- 3Y+9.1%
- 5Y+14.0%
- 10Y+15.6%
- Since inception
- +16.1%
- Calendar-day CAGR
- Excess 1Y
- -2.2%
- Category median, same plan and option
- 3Y win rate
- +24%
- Windows beating the median
- 3Y percentile
- 41
- Vs comparable share classes
- Worst rolling 3Y
- -11.5%
- 2637 daily-ending windows
- Median rolling 3Y
- +19.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +9.1%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +1.0%
- Fund minus TRI
- 3Y excess
- -0.5%
- Fund minus TRI
- Upside capture
- +90%
- Benchmark-up months
- Downside capture
- +97%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 143 recovered episodes
- Longest recovery
- 475 days
- Trough to prior peak
- Current spell
- 20 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
8 Jan 2018 – 11 Jan 2021
Trough 24 Mar 2020 · recovered in 293 days
-45.1%
7 Jan 2013 – 5 Mar 2014
Trough 28 Aug 2013 · recovered in 189 days
-24.9%
1 Oct 2024 – 18 Jun 2026
Trough 28 Feb 2025 · recovered in 475 days
-21.9%
5 Aug 2015 – 4 Jul 2016
Trough 26 Feb 2016 · recovered in 129 days
-20.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
41
Vs category
37
Consistency
35
Risk-adjusted
60
Drawdown
0
Mean
35
Portfolio
31 Aug 2026 · 79 holdings · top 10 are 27.4%.
- Top 5
- 15.3%
- Top 10
- 27.4%
- Largest holding
- 3.4%
- Effective holdings
- 58.3
The Federal Bank Ltd
Financial
3.4%
AU Small Finance Bank Ltd
Financial
3.0%
APL Apollo Tubes Ltd
Industrials
2.9%
Billionbrains Garage Ventures Ltd.
Financial
2.8%
Max Financial Services Ltd
Financial
2.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Franklin India Mid Cap Fund
Franklin Templeton Mutual Fund
- 1Y
- +0.0%
- 3Y
- +14.6%
- Vol
- 15.3%
- Max DD
- -36.6%
- Sharpe
- 0.82
- 3Y win
- +58%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Mid Cap Fund
HDFC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +16.4%
- Vol
- 15.6%
- Max DD
- -39.5%
- Sharpe
- 0.93
- 3Y win
- +75%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- +1.8%
- 3Y
- +13.1%
- Vol
- 16.1%
- Max DD
- -32.7%
- Sharpe
- 0.73
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns