Aditya Birla Sun Life Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF209KB1W74 NAV value: ₹ 22.7208 NAV date: 19 March, 2026 TER: 0.40%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.18	62.73	12.63	20.97	9.23
3 year	16.36	30.92	23.70	24.19	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.97
3 year	6.28	30.95	15.04	24.19
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.97
3 year	6.56	19.64	13.57	24.19
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.97
3 year	7.68	21.49	15.06	24.19
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.97
3 year	8.04	32.03	17.81	24.19
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,720 - Absolute Returns: ₹93,720 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,83,014 - Absolute Returns: ₹14,83,014 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,65,676 - Absolute Returns: ₹27,65,676 - CAGR: %

Max Drawdown

-21.19 %

Drawdown Duration

8 months

Recovery Time

3 months

Avg Drawdown

-4.54 %

1 Y

0.9897

3 Y

1.1417

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.14	1.07	114.5	103.9	11.96 %	4.00 %
3 years	10.20	1.04	109.4	96.4	21.66 %	11.28 %
5 years	7.98	0.98	99.8	89.4	17.51 %	9.58 %
7 years	5.47	0.98	99.8	89.4	12.22 %	6.75 %
10 years	3.69	0.98	99.8	89.4	8.40 %	4.68 %
12 years	3.03	0.98	99.8	89.4	6.95 %	3.88 %
15 years	2.38	0.98	99.8	89.4	5.53 %	3.09 %