Aditya Birla Sun Life Midcap Fund
Mid Cap fund from Aditya Birla Sun Life Mutual Fund. Direct and regular Growth plans: returns over 1, 3 and 5 years, against the Nifty Midcap 150, its rank among mid cap funds and what a ₹10,000 SIP became.
As of 30 Sep 2026, Aditya Birla Sun Life Midcap Fund (direct plan, Growth) has returned 13.1% a year over 5 years, 13.6% over 3 years and 13.2% over 10 years. That ranks 14 of 21 mid cap funds over 5 years. The Nifty Midcap 150 index returned 14.5% over the same 5 years, so the fund trailed it by 1.4 points a year. A ₹10,000 monthly SIP for 5 years (₹6,00,000) was worth ₹8,40,100, an XIRR of 13.4%. Expense ratio: 1.23% a year for the direct plan and 2.03% for the regular plan. Latest NAV ₹882.32 (29 Oct 2026).
Aditya Birla Sun Life Midcap Fund returns
| Plan | 1 year | 3 years | 5 years | 10 years | vs index, 5y | Beat the index (rolling 3y) |
|---|---|---|---|---|---|---|
| Direct | 6.7% | 13.6% | 13.1% | 13.2% | -1.4% | 1 of 50 |
| Regular | 5.8% | 12.6% | 12.1% | 12.2% | -2.4% | 0 of 50 |
To 30 Sep 2026. The rolling column counts every 3-year stretch in the stored history and how many of them the fund beat the Nifty Midcap 150 index in. Returns are yearly (CAGR) from AMFI month-end NAVs of the Growth option. An index's return is measured through a low-cost index fund's direct plan, so it is a little below the index itself. Past returns do not tell you what a fund will do next, and this is not a recommendation to buy or sell any fund.
Against the index
| Period | Fund | Nifty Midcap 150 | Nifty 50 |
|---|---|---|---|
| 1 year | 6.7% | 4.4% | -7.3% |
| 3 years | 13.6% | 13.5% | 5.8% |
| 5 years | 13.1% | 14.5% | 6.1% |
| 10 years | 13.2% | — | 11.2% |
Calendar-year returns
| Year | Direct | Regular |
|---|---|---|
| 2025 | 5.2% | 4.4% |
| 2024 | 23.0% | 22.0% |
| 2023 | 41.1% | 39.9% |
| 2022 | -4.5% | -5.3% |
| 2021 | 51.7% | 50.4% |
| 2020 | 16.7% | 15.5% |
| 2019 | -2.9% | -3.7% |
| 2018 | -15.3% | -16.0% |
| 2017 | 46.3% | 44.8% |
| 2016 | 6.5% | 5.7% |
What a ₹10,000 SIP in Aditya Birla Sun Life Midcap Fund became
| Plan | SIP for | Invested | Value at 30 Sep 2026 | XIRR |
|---|---|---|---|---|
| Direct | 3 years | ₹3,60,000 | ₹4,05,872 | 7.9% |
| Direct | 5 years | ₹6,00,000 | ₹8,40,100 | 13.4% |
| Regular | 3 years | ₹3,60,000 | ₹4,00,442 | 7.0% |
| Regular | 5 years | ₹6,00,000 | ₹8,20,004 | 12.4% |
A ₹10,000 SIP at each month-end NAV, valued at the latest month-end. Try your own amount and dates with the SIP calculator.
Expense ratio
1.23% a year for the direct plan and 2.03% for the regular plan, as disclosed for 30 Sep 2026 (AMFI's TER disclosure). It is taken out of the fund every day, so the returns above are already after it. On ₹10 lakh growing at 12% a year for 10 years, a 2.03% expense ratio instead of 1.23% costs ₹1,94,454. Try your own numbers with the expense ratio calculator.
Direct vs regular plan
The regular plan returned 0.96 points a year less than the direct plan over 5 years: on ₹10 lakh invested 5 years ago, that is ₹77,415 less today. The difference is the distributor's commission and the higher expense ratio. See it for your amount with the direct vs regular calculator.
Where it ranks among mid cap funds
| Rank | Fund | 5-year return (direct) |
|---|---|---|
| 1 | Invesco India Mid Cap Fund | 18.7% |
| 2 | HDFC Mid Cap Fund | 17.7% |
| 3 | Edelweiss Mid Cap Fund | 17.5% |
| 4 | Nippon India Growth Mid Cap Fund | 17.0% |
| 5 | Mahindra Manulife Mid Cap Fund | 16.5% |
| 14 | Aditya Birla Sun Life Midcap Fund | 13.1% |
Ranked by 5-year return among the 21 mid cap funds with that much history. All mid cap funds.
Key takeaways
Frequently asked questions
What is the NAV of Aditya Birla Sun Life Midcap Fund?
₹882.32 for the direct plan (Growth) on 29 Oct 2026, from AMFI.
What are Aditya Birla Sun Life Midcap Fund's 5-year returns?
13.1% a year (direct plan, to 30 Sep 2026).
Has Aditya Birla Sun Life Midcap Fund beaten its index?
Over 5 years it returned 13.1% a year against 14.5% for the Nifty Midcap 150.
What is the expense ratio of Aditya Birla Sun Life Midcap Fund?
1.23% a year for the direct plan and 2.03% for the regular plan (AMFI disclosure for 30 Sep 2026).
What did a SIP in Aditya Birla Sun Life Midcap Fund return?
₹10,000 a month for 5 years became ₹8,40,100, an XIRR of 13.4%.