Morningstar® Fund Report™

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Aditya Birla Sun Life Mid Cap Fund Growth
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-YearLowAverage1 star
OverallBelow AverageAverage2 star
 
Category:  Mid-CapClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility14.04 %
3-Yr Mean Return25.68 %
 
Sharpe Ratio1.26
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE Midcap TR INR
R-Squared84.27-
3-Yr Beta0.87-
3-Yr Alpha-0.83-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation13.0414.0420.77
 
 
Sharpe Ratio2.781.260.74
Sortino Ratio---
 
 
Positive Months92340
Negative Months31320
Worst Month-3.90-5.60-28.34