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Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.44 | 52.27 | 1.16 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.38 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW) | 25.72% | 23.75% | 26.11% |
| UTI Nifty 50 Index Fund(IDCW) | 10.97% | 12.75% | 13.12% |
| ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 10.91% | 12.70% | 13.80% |
| SBI Nifty Index Fund(IDCW-Payout) | 10.96% | 12.75% | 12.92% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Suzlon Energy Ltd3M change : -0.14 %
Holdings
2.23 %
-0.14 % - Max Healthcare Institute Ltd3M change : 0.30 %
Holdings
2.17 %
0.30 % - Indian Hotels Company Ltd3M change : 0.42 %
Holdings
2.08 %
0.42 %
AMC Profile
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
94
Total AUM
₹ 3,71,929.89 Cr.
Fund Manager Profile
Rupesh Gurav
AUM: ₹3,050.65 Cr.
|
Exp: 18yrs
Qualification
B.Com
Past Experience
He has as an overall experience of around 18 years in Mutual Fund industry. He joined Aditya Birla Sun Life AMCLtd. in 2014 and was part of the Operations - Trades and Settlements Department. Prior to joining the ABSLAMC, he was associated with Citi Bank N.A. and Sahara Asset Management Company Pvt. Ltd.
Funds Managed (30)
Aditya Birla SL Nifty 50 Index Fund(IDCW-Reinv)
Aditya Birla SL Nifty 50 Index Fund-Reg(IDCW)
Aditya Birla SL Nifty 50 Index Fund(IDCW)
Aditya Birla SL Nifty 50 Index Fund-Reg(IDCW-Reinv)
Aditya Birla SL Nifty Midcap 150 Index Fund-Reg(IDCW)
Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW Reinv)
Aditya Birla SL Nifty Smallcap 50 Index Fund-Reg(IDCW Reinvest)
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW-Reinv)
Aditya Birla SL Nifty Midcap 150 Index Fund-Reg(IDCW Reinv)
Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW)
Aditya Birla SL Nifty 50 Equal Weight Index Fund(IDCW Reinv)
Aditya Birla SL Nifty 50 Equal Weight Index Fund-Reg(IDCW Reinvest)
Aditya Birla SL Nifty 50 Equal Weight Index Fund(IDCW)
Aditya Birla SL Nifty 50 Equal Weight Index Fund-Reg(IDCW)
Aditya Birla SL Nifty Smallcap 50 Index Fund-Reg(IDCW)
Aditya Birla SL Nifty Next 50 Index Fund(IDCW)
Aditya Birla SL Nifty Next 50 Index Fund-Reg(IDCW)
Aditya Birla SL Nifty India Defence Index Fund(IDCW)
Aditya Birla SL Nifty India Defence Index Fund-Reg(IDCW)
Aditya Birla SL BSE India Infrastructure Index Fund(IDCW)
Aditya Birla SL BSE India Infrastructure Index Fund-Reg(IDCW)
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%