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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Fund Overview
Aditya Birla Sun Life Nifty Midcap 150 Index Fund is an open ended scheme tracking the Nifty Midcap 150 TR Index.
Investment Objective
The investment objective of the Scheme is to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index, subject to tracking errors.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Why one can invest:
-
If you are looking to invest in mid-cap companies.
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If you are seeking a low-cost, passive investment solution to gain exposure to mid-cap companies.
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If you aim to seek returns that commensurate with the performance of the Nifty Midcap 150 Index, subject to tracking errors.
If you aim to invest in mid-caps with as little as Rs.100.
Fund Details
CAGR
Latest NAV
(as on )
AUM
()
Inception Date
()
Risk
Investment Horizon
5 years or more
Annual Benchmark Returns
Min Investment
Entry load
NIL
Exit load
Yes
For redemption/switchout of units on or before 15 days from the date of allotment: 0.25% of applicable NAV. For redemption / switchout of units after 15 days from the date of allotment - NIL
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Haresh Mehta
Mr. Pranav Gupta
Riskometer
(An Open ended scheme tracking the Nifty Midcap 150 TR Index)
This product is suitable for investors who are seeking
-
Long term Capital Appreciation
-
Investments in Equity and equity related securities replicating the composition of the Nifty Midcap 150 Index
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Dividend History
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Investment Performance
IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:| Declared on date | IDCW Yield (Regular Plan) | IDCW Per Unit | Cum IDCW NAV |
|---|
Fund Summary
• Investing in a passive fund could be smart way to invest in mid-cap companies.
• Aditya Birla Sun Life Nifty Midcap 150 Index Fund is one such passive fund which can help you invest in mid-cap companies, without the need for active stock-picking strategies.
• As the mid-cap companies grow, there is a potential for stock price appreciation, which can benefit investors in the long run.
• This fund provides an opportunity for investors to potentially grow their investments over time and generate wealth, while benefiting from the diversification and low cost of passive investing.
Also read: Wealth Creation: What Is It and How to Do It Right?
Fund Discipline
• The net assets of the scheme will be invested predominantly in stocks constituting the Nifty Midcap 150 Index.
• The scheme allocates 95% - 100% to Equity & Equity related securities constituting the Nifty Midcap 150 Index and 0 - 5% to Debt and Money Market Instruments.
• The fund Benchmark is Nifty Midcap 150 TRI.
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity-oriented funds upto Rs 1 Lakh in a financial year is not taxable.
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
Large cap stocks are the top 100 stocks listed on the stock exchange, based on total market capitalisation. Market capitalisation is the market value of the share multiplied by the total number of shares outstanding in the market.
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To redeem your investments in the direct plan of Aditya Birla Sun Life Nifty Midcap 150 Index Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.
Yes, you can invest in Aditya Birla Sun Life Nifty Midcap 150 Index Fund via SIP or lump-sum route. The choice of mode of investing will be guided by your investing objective, risk appetite and investment horizon.
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