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: 1.64% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 29,808.79 Cr As on 29-08-2025(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 |
523.17
3.83 (0.7321%)
18.68%
Benchmark: -0.1%
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 | 12.13 |
| Sharpe Ratio | 0.71 |
| Alpha | 1.67 |
| 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 | -3.91 | 15.17 | 15.78 | 19.24 | 12.68 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 3.64 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | -0.25 | 17.72 | 20.15 | 24.92 | 14.76 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | -1.6 | 17.95 | 18.99 | 21.69 | 14.62 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | -1.64 | 18.34 | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | -1.97 | 18.12 | 18.21 | 18.53 | 11.94 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | -2.54 | 15.92 | 15.71 | 17.78 | 13.82 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | -2.69 | 13.1 | 13.39 | 16.66 | 13.34 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | -3.17 | 17.85 | 17.3 | 18.67 | 12.92 |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | -3.18 | 13.14 | 14.79 | 18.79 | 12.66 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.5%
Others
4.59%
Large Cap
83.42%
Mid Cap
4.28%
