Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.75
• Std Deviation 17.28%
• Tracking Error 0.00%

The investment objective of the Scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth has an AUM of 315.32 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.01%. The minimum investment in Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Max Healthcare Institute, Bse, Suzlon Energy & Persistent Systems.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Chemical Manufacturing & Biotechnology & Drugs.

Some of the similar funds are Motilal Oswal Nifty Next 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth, HSBC Nifty 50 Index Fund Regular Growth, LIC MF Nifty 50 Index Fund Growth, HDFC Nifty 100 Index Fund Regular Growth. Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth has a sharpe ratio of 0.75 & a standard deviation of 17.28%.