Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

(Erstwhile Aditya Birla Sun Life Equity Advantage Fund - Regular Growth)
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 24-02-1995
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.92% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,739.06 Cr As on 30-05-2025(Source:AMFI)
Turn over: 50% | 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.

913.74

16.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 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
3 Years 11 Months
4 Years 7 Months
4 Years 9 Months
10 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies

Current Asset Allocation (%)

Indicators

Standard Deviation 15.23
Sharpe Ratio 0.65
Alpha -4.72
Beta 0.99
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 & Mid Cap Fund - Regular Growth 24-02-1995 2.5 18.13 19.22 20.08 11.73
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 15.28 32.63 33.93 29.94 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.62 32.7 30.38 26.16 15.59
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.94 25.96 25.84 28.95 15.68
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 8.88 22.25 20.87 24.56 11.98
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.71 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 8.5 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.41 26.44 26.67 27.91 13.94
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.53 20.39 23.23 25.89 14.63
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 6.48 23.77 25.14 25.64 15.55

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% 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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