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EquityLarge & Mid-Cap

Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth

3Y Annualised

15.63%

0.50% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-2.50%

0.50% 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 9 months

NIFTY 50

5 years 3 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

Fund Managers

SM
Satyabrata MohantyFund Manager Since 17 Oct 2011

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 Wed Jul 30 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth as of Wed Jul 30 2025 is ₹997.87. The fund has an expense ratio of 1.07%, 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 -1.66%. Since launch, it has delivered 15.44% 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.

  1. ICICI Bank Ltd: 4.73%
  2. JK Cement Ltd: 3.04%
  3. Reliance Industries Ltd: 3.03%
  4. HDFC Bank Ltd: 2.73%
  5. Hindustan Petroleum Corp Ltd: 2.44%

AMC Information

NameAditya Birla Sun Life AMC Ltd
Founding Date2013-01-01
Emailcare.mutualfunds@adityabirlacapital.com
Phone+91 22 43568000
Websitewww.adityabirlasunlifemf.com
AddressAditya 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 Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Aditya Birla Sun Life AMC Ltd

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

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