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: 1.89% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,938.67 Cr As on 30-06-2025(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.

898.4

16.16%

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 14.74
Sharpe Ratio 0.91
Alpha -4.47
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 -0.15 15.61 15.79 18.56 11.48
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.08 31.59 27.39 24.96 15.37
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 13.53 30.32 29.83 28.79 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 7.38 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 6.53 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.18 19.5 20.58 24.95 14.53
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 5.11 20.47 19.34 23.1 -
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 4.79 19.8 18.5 22.25 15.24
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 4.79 19.07 17.42 23.1 11.56
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 4.58 21.41 21.72 24.16 15.2

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

9.12%

Others

0.93%

Others

0.84%

Large Cap

51.47%

Mid Cap

37.62%

Feedback
Notification