Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
6,316 cr
TER direct / regular
1.22% / 2.01%
Active return /yr (full)
-0.6%
Score
43
Rank (Score, pool)
#27 of 38
Percentile (full, pool)
31
IR vs benchmark
-0.12
CAGR (absolute)
19.1%
Max drawdown
-41.5%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
7.5%
7.4%
1.11
82
5.4%
24.4%
31.9%
12
FY23
-7.2%
-6.2%
-1.72
9
4.4%
2.4%
-4.8%
12
FY24
-9.1%
-3.0%
-1.40
29
4.5%
56.9%
47.8%
12
FY25
4.9%
1.2%
0.89
60
5.3%
7.8%
12.7%
12
FY26
-3.2%
-3.3%
-1.04
23
3.3%
1.9%
-1.3%
12
FY27*
4.1%
2.6%
1.64
69
5.1%
20.8%
24.9%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+1.7
+0.2
-0.2
-1.3
+1.9
-2.1
+1.5
-2.8
-1.1
+0.3
-1.9
2020
+0.1
-0.3
-0.8
-4.0
-1.1
+0.3
+0.6
-0.7
+0.0
+0.0
-2.9
+1.0
-7.7
2021
-1.0
-2.0
+0.3
-0.5
-0.5
+1.8
+4.0
-0.2
-1.3
+1.9
+0.3
+0.3
+3.1
2022
+0.3
+1.4
-1.6
-0.3
-0.3
+0.8
-2.3
-2.2
-0.1
-1.2
-1.5
-1.5
-8.3
2023
+1.1
+1.4
-1.5
-0.9
+0.9
-1.3
+0.5
-0.3
-0.6
-0.0
-1.9
+0.5
-2.3
2024
-3.6
+0.2
+0.4
+1.6
-1.5
+1.2
+0.4
+0.5
+3.2
+0.3
-1.9
-1.4
-0.8
2025
-0.5
+1.8
+1.0
-1.6
-1.5
+0.7
+1.0
+0.4
-0.9
-0.4
-1.5
+0.9
-0.7
2026
-0.5
-0.5
+0.4
+0.8
-1.1
+2.3
-0.4
+1.9
+2.9
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-6.8
-1.0
+2.6
+1.2
-3.9
-7.0
-7.2
+8.7
+8.6
+2.2
+4.7
+0.2
2014
-2.7
+4.7
+7.1
+3.2
+14.4
+11.3
-1.4
+2.0
+4.4
+5.9
+5.0
+3.9
+74.1
2015
+4.2
+1.1
+0.1
-2.5
+4.2
+0.0
+6.6
-5.3
+0.1
+1.1
+0.8
+0.8
+11.3
2016
-6.4
-11.4
+12.3
+3.7
+3.2
+3.9
+6.7
+4.1
+0.8
+2.5
-6.2
-4.4
+6.5
2017
+6.2
+5.1
+6.0
+5.7
-0.8
+0.1
+5.1
+0.7
-0.7
+6.4
+1.0
+4.4
+46.3
2018
-3.4
-3.6
-3.3
+6.2
-4.7
-3.9
+3.5
+2.5
-12.0
-0.4
+2.2
+1.6
-15.3
2019
-5.8
-0.6
+10.1
-3.1
+2.2
-2.7
-6.9
-3.0
+5.0
+2.0
+0.9
+0.3
-2.9
2020
+5.3
-5.9
-28.3
+10.4
-3.0
+11.6
+5.0
+7.8
+1.8
+0.2
+11.9
+6.3
+16.7
2021
-0.8
+9.9
+2.2
+1.0
+5.9
+6.7
+7.2
+2.0
+4.7
+2.1
-1.0
+3.2
+51.7
2022
-0.9
-5.3
+3.1
+0.3
-5.5
-4.5
+9.3
+3.8
-1.8
+0.6
+0.4
-3.3
-4.5
2023
-1.4
-0.1
-2.1
+4.2
+6.6
+5.0
+6.1
+3.7
+2.4
-3.8
+7.7
+7.4
+41.1
2024
+1.1
-0.0
+0.0
+7.9
+0.7
+9.1
+5.4
+0.9
+5.0
-6.2
-1.7
-0.3
+23.0
2025
-6.6
-8.7
+8.6
+2.4
+4.8
+4.8
-1.8
-2.4
+0.5
+4.4
+0.2
+0.3
+5.2
2026
-4.0
+1.3
-10.7
+14.0
+1.5
+3.3
+1.3
+3.2
+8.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard