Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
— 3Y
Baroda Mutual Fund
Mid Cap · Direct Plan · Growth · Partial data — run cron sync to hydrate NAV history
Benchmark · Nifty Midcap 150 TRI
GET /api/cron/sync-mutual-funds with CRON_SECRETto backfill charts & returns.Baroda Mid-cap Fund- Plan B (Direct) - Growth Option is an open-ended mid cap scheme managed by Baroda Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
Returns data not yet available
Run the cron sync to backfill NAV history and compute CAGR windows.
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10.3%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.07
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.95
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-18.6%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| ITC Ltd. | Consumer Staples | 10.8% |
| Asian Paints Ltd. | Materials | 14.4% |
| Maruti Suzuki India Ltd. | Automobiles | 9.2% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 12.6% |
| Hindustan Unilever Ltd. | Consumer Staples | 9.9% |
| Mahindra & Mahindra Ltd. | Automobiles | 7.9% |
| UltraTech Cement Ltd. | Materials | 14.5% |
| HDFC Bank Ltd. | Financial Services | 12.2% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2017
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Chart data not yet available
Run the cron sync to backfill 3 years of NAV history for this fund.
Aditya Birla Sun Life Mutual Fund
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Baroda BNP Paribas Mutual Fund
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Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor L
2026-06-15
Clean disclosure layout — finally see TER and risk together.
Investor M
2026-01-15
Compare tray makes advisor conversations faster.
Investor N
2026-08-15
Wish rolling returns were longer — still better than PDF brochures.
Baroda Mid-cap Fund- Plan B (Direct) - Growth Option
Research-only · No transactions