Aditya Birla Sun Life Large Cap Fund-Growth
(Erstwhile Aditya Birla Sun Life Frontline Equity Fund-Growth)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-08-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.63% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 31,015.85 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 35% | Exit Load: For redemption/switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 90 days from the date of allotment: Nil |
543.13
-5.39 (-0.9924%)
18.71%
Benchmark: 0.06%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
3 Years 7 Months
4 Years 3 Months
10 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 100 TRI. The secondary objective is income generation and distribution of IDCW.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.82 |
| Sharpe Ratio | 0.75 |
| Alpha | 1.33 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 4.23 | 13.84 | 14.38 | 16.29 | 13.34 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 6.65 | 15.86 | 17.22 | 18.76 | 15.2 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 6.35 | - | - | - | - |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 4.53 | 14.89 | 14.1 | 15.54 | 12.08 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 4.52 | 12.37 | 13.46 | 15.4 | 13.12 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 4.51 | 15.42 | 17.1 | 15.78 | 12.44 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 4.37 | 12.3 | 12.26 | 14.39 | 14.01 |
| UTI Large Cap Fund - Regular Plan - Growth Option | 18-10-1986 | 3.96 | 11.2 | 11.9 | 13.92 | 12.66 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 3.84 | 15.2 | 17.95 | 20.86 | 14.98 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 3.56 | 13.84 | 14.41 | 15.86 | 13.46 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.11%
Others
3.43%
Large Cap
85.16%
Mid Cap
4.25%
