Should I invest in Birla Sun Life MIDCAP Fund-Plan B (Growth)?

We don't give personal investment advice. Birla Sun Life MIDCAP Fund-Plan B (Growth) is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Birla Sun Life

Birla Sun Life MIDCAP Fund-Plan B (Growth)

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+2.29%	+0.06%	+2.23	11 / 299	Q1
1W	-2.72%	-3.61%	+0.89	245 / 303	Q4
2W	-4.58%	-4.52%	-0.06	246 / 303	Q4
1M	-11.59%	-5.64%	-5.95	265 / 302	Q4
3M	-21.12%	-4.27%	-16.85	269 / 302	Q4
6M	-13.13%	+1.48%	-14.61	245 / 307	Q4
YTD	-16.54%	-0.18%	-16.36	250 / 309	Q4
1Y	-0.95%	+7.10%	-8.05	195 / 307	Q3
2Y	—	—	—	—	—
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.29%	+0.51%	+14.78	25 / 310	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2011 YTD	-16.54%	-23.68%	+7.14	49 / 241
2010	+13.30%	+11.69%	+1.62	126 / 256
2009	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.17%

7 windows

min -1.0% · max 37.9%

86% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Recent NAVs

Date	NAV
11 Feb 2011	₹12.5100
10 Feb 2011	₹12.2300
9 Feb 2011	₹12.1100
8 Feb 2011	₹12.4700
7 Feb 2011	₹12.7400
4 Feb 2011	₹12.8600
3 Feb 2011	₹13.0000
2 Feb 2011	₹12.8700
1 Feb 2011	₹12.8300
31 Jan 2011	₹13.1200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Birla Sun Life MIDCAP Fund-Plan B (Growth) is a Growth from Birla Sun Life (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Birla Sun Life MIDCAP Fund-Plan B (Growth) has NAV history starting from 11 Aug 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Birla Sun Life MIDCAP Fund-Plan B (Growth) is managed by Birla Sun Life. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Birla Sun Life MIDCAP Fund-Plan B (Growth) has delivered a absolute return of -0.95% — -8.05 pp behind the Growth category average of 7.10%. The fund ranks #195 of 307 in its category — the third (Q3) quartile.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in Birla Sun Life MIDCAP Fund-Plan B (Growth) over the last 1 year — total invested ₹120,000 — would be worth ₹106,781 today. That's an XIRR (money-weighted annualised return) of -19.55%.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹106,781 — XIRR -19.55%.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't have a computed drawdown figure yet.

Consistency stats for Birla Sun Life MIDCAP Fund-Plan B (Growth) need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2010, Birla Sun Life MIDCAP Fund-Plan B (Growth) returned 13.30% — beating the Growth category average of 11.69% by 1.62 pp. It ranked #126 of 256 in its category that year.

Birla Sun Life MIDCAP Fund-Plan B (Growth) doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Birla Sun Life MIDCAP Fund-Plan B (Growth) is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Birla Sun Life MIDCAP Fund-Plan B (Growth)

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Recent NAVs

Frequently asked questions

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