Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
— 3Y
Edelweiss Mutual Fund
Mid Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Midcap 150 TRI
Edelweiss Mid Cap Fund - Direct Plan - Growth Option is an open-ended mid cap scheme managed by Edelweiss Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +8.9% | +6.2% | +2.7% |
| 3 Years | +25.5% | +22.7% | +2.8% |
| Since inception | +25.5% | +22.7% | +2.8% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
17.7%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.93
Category avg beta 0.96.
Sharpe (risk-adjusted)
0.66
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-15.6%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.8%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | 14.5% |
| Hindustan Unilever Ltd. | Consumer Staples | 7% |
| Mahindra & Mahindra Ltd. | Automobiles | 5.7% |
| UltraTech Cement Ltd. | Materials | 14.5% |
| HDFC Bank Ltd. | Financial Services | 7.2% |
| Reliance Industries Ltd. | Energy | 7.7% |
| ICICI Bank Ltd. | Financial Services | 10.7% |
| Infosys Ltd. | Information Technology | 14.5% |
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 2022
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.
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Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor Q
2026-07-15
Clean disclosure layout — finally see TER and risk together.
Investor R
2026-02-15
Good ELSS context without pushing products.
Investor S
2026-01-15
Compare tray makes advisor conversations faster.
Edelweiss Mid Cap Fund - Direct Plan - Growth Option
Research-only · No transactions