Aditya Birla SL Midcap Fund(G)

487.28 2.07 (0.43%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return17.3840.2583.7121.5813.3122.64
Category Avg14.3535.3579.5426.5813.3121.31
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX15.8826.2950.2820.8517.24-
NIFTY15.6726.4353.1920.5316.40-
NIFTYMIDCAP17.6738.2192.4924.7415.38-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202113.8414.24NA11.16
202019.3014.8718.92-29.10
2019-3.87-5.392.932.83
2018-2.96-6.773.28-10.15
20174.694.7911.9117.97
201611.0111.74-8.32-7.08

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202015.5411923121.87
2019-3.74212242-4.32
2018-16.04225271-15.42
201744.854426047.26
20165.66872347.13

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)44.6202-Dec-1396.1337.7920.8120.93
Quant Mid Cap Fund(G)121.0821-Mar-0190.7630.9821.3712.84
Axis Midcap Fund-Reg(G)73.2024-Feb-1171.9930.1621.7820.53
Baroda Mid-cap Fund(G)18.3011-Oct-1089.0529.5417.965.63
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.5957
Semi Standard Deviation [%]0.5867
Beta [%]0.6790
Sharp Ratio [%]1.3166
R-Square [%]0.7294
Expense Ratio [%]2.1100
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.1302
Treynor Ratio [%]0.3493
Turnover Ratio [%]0.2200
FAMA Ratio [%]0.1464
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY