SM
Satyabrata MohantyFund Manager Since 17 Oct 2011
EquityLarge & Mid-Cap
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
3Y Annualised
15.74%
-2.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.51%
-2.09% 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 10 months
FD
9 years 7 months
Fund info
Fund size
₹5653.83 Cr
Min. SIP amount
₹1000
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%
119th
Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth
-3.51%
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 13 years, having been launched on 2013-01-01. Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth has ₹5653.83 Cr worth of assets under management (AUM) as of Fri Mar 06 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth as of Thu Mar 05 2026 is ₹1002.25. The fund has an expense ratio of 1.09%, 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 16.13%. Since launch, it has delivered 14.64% 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, Technology, Industrials sectors.
Top 5 Holdings of Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Growth.
- ICICI Bank Ltd: 4.72%
- State Bank of India: 3.93%
- AU Small Finance Bank Ltd: 3.32%
- JK Cement Ltd: 2.99%
- APL Apollo Tubes Ltd: 2.77%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
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
10.16%
expense ratio
0.54%
fund size
₹1047.02 Cr
Aditya Birla Sun Life Consumption Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
14.73%
expense ratio
0.79%
fund size
₹6141.19 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
10.13%
expense ratio
0.93%
fund size
₹1539.69 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
15.46%
expense ratio
0.96%
fund size
₹14992.71 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2973.42 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
