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MF_119620

Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

Equity Scheme - Mid Cap Fund

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End Amount
₹72,686.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.42%
MF_119620 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.08%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.03
Volatility vs Benchmark
Sharpe Ratio
0.58
Risk-Adjusted Return
Sortino Ratio
0.85
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 43% 29%
60 days 58% 29% 18%
90 days 61% 24% 16%
180 days 60% 19% 11%
1Yr 65% 15% 9%
3Yr 70% 9% 7%
5Yr 57% 6% 3%
7Yr 66% 3% 1%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Nifty 50
30 days -40.5% | -70.9% | 23.2% | 240.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -48.3% | -57.2% | 22.4% | 155.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -30.1% | -47.6% | 20.1% | 133.5% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.5% | -18.0% | 13.2% | 80.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.4% | -6.6% | 19.5% | 34.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.3% | 1.9% | 15.6% | 29.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.2% | 10.6% | 14.7% | 18.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.4% | 12.9% | 15.7% | 20.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 March 5, 2014 422 days 25% Nifty 50: 11% 10057 7551 10067
July 4, 2014 Sept. 2, 2014 60 days 7% Nifty 50: 4% 14349 13387 14441
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 15274 14324 15521
Dec. 4, 2014 Dec. 31, 2014 27 days 5% Nifty 50: 6% 16893 16041 16945
March 3, 2015 April 8, 2015 36 days 5% Nifty 50: 7% 18455 17452 18574
April 13, 2015 July 11, 2015 89 days 10% Nifty 50: 10% 18804 16950 18829
Aug. 5, 2015 July 2, 2016 332 days 21% Nifty 50: 18% 19685 15594 19899
Oct. 25, 2016 March 15, 2017 141 days 15% Nifty 50: 9% 22599 19298 22756
May 16, 2017 July 8, 2017 53 days 5% Nifty 50: 2% 25582 24185 25608
Sept. 19, 2017 Oct. 17, 2017 28 days 5% Nifty 50: 4% 27123 25733 27254
Jan. 8, 2018 Jan. 9, 2021 1097 days 45% Nifty 50: 26% 29658 16287 29679
Jan. 12, 2021 Feb. 4, 2021 23 days 6% Nifty 50: 6% 29796 27963 29866
March 4, 2021 May 8, 2021 65 days 5% Nifty 50: 5% 32200 30437 32422
Oct. 18, 2021 Nov. 12, 2021 25 days 6% Nifty 50: 4% 44170 41589 44180
Nov. 15, 2021 Jan. 12, 2022 58 days 9% Nifty 50: 8% 44299 40453 44380
Jan. 17, 2022 June 7, 2023 506 days 19% Nifty 50: 16% 44750 36111 44811
Sept. 11, 2023 Nov. 21, 2023 71 days 6% Nifty 50: 6% 52584 49426 52619
Feb. 6, 2024 April 1, 2024 55 days 6% Nifty 50: 1% 59273 55738 59591
Oct. 1, 2024 June 18, 2026 625 days 22% Nifty 50: 14% 77368 60444 77433
Aug. 26, 2026 Oct. 30, 2026 65 days 12% Nifty 50: 8% 81355 71241 72687