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: 1.65% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 29,857.77 Cr As on 30-05-2025(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

536.74

19.04%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.16
Sharpe Ratio 0.84
Alpha 1.43
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 7.3 19.08 20.5 22.17 12.63
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 18.25 - - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 10.34 22.32 23.36 20.99 11.84
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 9.01 21.34 - - -
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 8.25 18.98 20.17 20.59 13.88
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 7.87 22.15 22.66 23.99 14.42
Franklin India Bluechip Fund-Growth 01-12-1993 7.79 18.24 18.27 20.63 11.33
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.46 15.9 17.1 19.76 13.38
Invesco India Largecap Fund - Growth 21-08-2009 7.43 21.19 22.01 21.76 12.93
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 7.26 16.07 19.2 21.53 12.7

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

18.87%

Others

6.91%

Large Cap

134.77%

Mid Cap

39.54%

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