Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
— 3Y
Invesco Mutual Fund
Mid Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Midcap 150 TRI
Invesco India Midcap Fund - Direct Plan - Growth Option is an open-ended mid cap scheme managed by Invesco 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 | +10.3% | +7.0% | +3.3% |
| 3 Years | +26.1% | +22.7% | +3.4% |
| Since inception | +26.1% | +22.9% | +3.2% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
13.9%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.85
Category avg beta 0.95.
Sharpe (risk-adjusted)
0.59
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-14.3%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Maruti Suzuki India Ltd. | Automobiles | 6.3% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 9.7% |
| Hindustan Unilever Ltd. | Consumer Staples | 7.4% |
| Mahindra & Mahindra Ltd. | Automobiles | 12.3% |
| UltraTech Cement Ltd. | Materials | 7.2% |
| HDFC Bank Ltd. | Financial Services | 9.7% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 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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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 J
2026-02-15
Wish rolling returns were longer — still better than PDF brochures.
Investor I
2026-07-15
Good ELSS context without pushing products.
Investor L
2026-04-15
Compare tray makes advisor conversations faster.
Invesco India Midcap Fund - Direct Plan - Growth Option
Research-only · No transactions