Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
— 3Y
ICICI Prudential Mutual Fund
Mid Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Midcap 150 TRI
ICICI Prudential MidCap Fund - Direct Plan - Growth is an open-ended mid cap scheme managed by ICICI Prudential 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 | +18.4% | +15.3% | +3.1% |
| 3 Years | +27.0% | +24.8% | +2.2% |
| Since inception | +27.0% | +25.4% | +1.6% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
11.8%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.09
Category avg beta 1.02.
Sharpe (risk-adjusted)
1.01
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-23.4%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1.3%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Bharti Airtel Ltd. | Telecommunication | 12.7% |
| Axis Bank Ltd. | Financial Services | 13.6% |
| Kotak Mahindra Bank Ltd. | Financial Services | 14.5% |
| ITC Ltd. | Consumer Staples | 7.9% |
| Asian Paints Ltd. | Materials | 6.2% |
| Maruti Suzuki India Ltd. | Automobiles | 14.5% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 11.5% |
| Hindustan Unilever Ltd. | Consumer Staples | 5.7% |
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 2023
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 E
2026-01-15
Clean disclosure layout — finally see TER and risk together.
Investor D
2026-06-15
Compare tray makes advisor conversations faster.
Investor G
2026-03-15
Charts load instantly on fibre — impressive polish.
ICICI Prudential MidCap Fund - Direct Plan - Growth
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