Aditya Birla Sun Life Large and Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Large and Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹5,827 Cr

Lock In Period

N/A

Expense Ratio

1.98

Exit Load

For redemption / switch-out of units on or before 90 days from the date of allotment: 1% of applicable NAV.For redemption / switch-out of units aer 90 days from the date of allotment: Nil.

Benchmark

Nifty Large Midcap 250 Total Return

Aditya Birla Sun Life Large and Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.850.605.72
6M5.322.8929.78
1Y7.385.5240.44
3Y13.0714.69134.87

Portfolio Analysis

  • Equity: 97.49%
  • Debt: 2.50%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.4.04%
2. AU Small Finance Bank Ltd.3.44%
3. Axis Bank Ltd.1.16%
4. Karur Vysya Bank Ltd.0.92%

1. Ajanta Pharma Ltd.2.09%
2. Mankind Pharma Ltd.1.46%
3. Emcure Pharmaceuticals Ltd.0.93%
4. Gland Pharma Ltd.0.61%
5. Cohance Lifesciences Ltd.0.51%

1. Coforge Ltd.1.69%
2. Persistent Systems Ltd.1.02%
3. Tech Mahindra Ltd.0.95%
4. Mphasis Ltd.0.56%
5. Hexaware Technologies Ltd.0.46%
6. Infosys Ltd.0.30%

1. Samvardhana Motherson International Ltd.2.35%
2. UNO Minda Ltd.2.14%

1. Apollo Hospitals Enterprise Ltd.1.71%
2. Fortis Healthcare Ltd.1.37%
3. Max Healthcare Institute Ltd.1.11%

1. Bajaj Finance Ltd.2.19%
2. Five Star Business Finance Ltd.1.34%
3. SBFC Finance Ltd.0.61%

1. Eternal Ltd.1.75%
2. Swiggy Ltd.1.38%
3. Meesho Ltd.0.66%

1. Bharat Electronics Ltd.1.79%
2. Hindustan Aeronautics Ltd.1.57%

1. Hindalco Industries Ltd.2.01%
2. Vedanta Aluminium Metal Ltd.1.02%

1. Max Financial Services Ltd.2.25%
2. Kfin Technologies Ltd.0.67%

1. JK Cement Ltd.2.86%

1. State Bank of India1.69%
2. Bank of Maharashtra1.08%

1. APL Apollo Tubes Ltd.2.39%

1. Navin Fluorine International Ltd.2.38%

1. KEI Industries Ltd.2.27%

1. GMR Airports Ltd.2.14%

1. Astral Ltd.2.10%

1. One 97 Communications Ltd.1.44%
2. PB Fintech Ltd.0.66%

1. TVS Motor Company Ltd.2.06%

1. ABB India Ltd.1.17%
2. CG Power and Industrial Solutions Ltd.0.78%

1. The Phoenix Mills Ltd.0.99%
2. Brigade Enterprises Ltd.0.96%

1. Titan Company Ltd.1.84%

1. Varun Beverages Ltd.1.74%

1. Schaeffler India Ltd.1.62%

1. Mahindra & Mahindra Ltd.1.61%

1. Jindal Steel Ltd.1.47%

1. Trent Ltd.1.44%

1. K.P.R. Mill Ltd.1.36%

1. Amber Enterprises India Ltd.1.25%

1. Gokaldas Exports Ltd.1.19%

1. Sona Blw Precision Forgings Ltd.1.18%

1. Samhi Hotels Ltd.1.13%

1. Bajaj Finserv Ltd.1.05%

1. JSW Energy Ltd.0.73%
2. Vedanta Power Ltd.0.28%
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About Fund Aditya Birla Sun Life Large and Mid Cap Fund Growth

Aditya Birla Sun Life Large and Mid Cap Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹5,827 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.98. Under the expert guidance of Vishal Gajwani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vishal Gajwani

Mr. Vishal Gajwani is CA and CFA (US). Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Large & Mid Cap Fund - Growth27,900 CR1.81
Navi Large & Midcap Fund - Growth1312 CR2.53
Aditya Birla Sun Life Large and Mid Cap Fund Growth25,827 CR1.98
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundTata Large & Mid Cap Fund - Growth-4.374424.5732
This FundNavi Large & Midcap Fund - Growth5.524734.4363
This FundAditya Birla Sun Life Large and Mid Cap Fund Growth7.383244.5536
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

Aditya Birla Sun Life Large and Mid Cap Fund Growth FAQs

Aditya Birla Sun Life Large and Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Large and Mid Cap Fund Growth is 1.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Large and Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.85%
  • 6 Months : 5.32%
  • 1 Year : 7.38%
  • 3 Years : 13.07%
Returns of Aditya Birla Sun Life Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 972.86 as on Aug 20,2026. Since inception, the return has been 44.55%.

You can invest in Aditya Birla Sun Life Large and Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Large and Mid Cap Fund Growth is ₹5,827 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Large and Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.