SM
Satyabrata MohantyFund Manager Since 17 Oct 2011
EquityLarge & Mid-Cap
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
3Y Annualised
18.13%
-0.59% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.54%
-0.59% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
4 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹5938.67 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
For redemption/switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 365 days from the date of allotment: NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
112nd
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
1.54%
Fund Managers
About Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth has ₹5938.67 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth as of Fri Jul 18 2025 is ₹1009.68. The fund has an expense ratio of 1.08%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth returns for the last 1 year are 0.99%. Since launch, it has delivered 15.61% average annual returns.
The Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth has the majority of its money invested in Financial Services, Basic Materials, Energy, Technology sectors.
Top 5 Holdings of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth.
- ICICI Bank Ltd: 4.73%
- JK Cement Ltd: 3.04%
- Reliance Industries Ltd: 3.03%
- HDFC Bank Ltd: 2.73%
- Hindustan Petroleum Corp Ltd: 2.44%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
10.58%
expense ratio
0.61%
fund size
₹689.47 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
18.75%
expense ratio
0.82%
fund size
₹6277.19 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.86%
expense ratio
1.02%
fund size
₹1391.32 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
17.20%
expense ratio
1.02%
fund size
₹15869.72 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.54%
fund size
₹2626.53 Cr
FAQs
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