Aditya Birla Sun Life Large and Mid Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Large and Mid Cap Fund Growth Fund Overview
SIP ₹100 & Lump. ₹1000
₹5,603 Cr
N/A
2.01
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 a er 90 days from the date of allotment: Nil.
Nifty Large Midcap 250 Total Return
Aditya Birla Sun Life Large and Mid Cap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.09 | -1.40 | 2.98 |
| 6M | -4.61 | 0.88 | 16.19 |
| 1Y | -4.17 | 2.71 | 40.44 |
| 3Y | 8.47 | 13.22 | 87.68 |
Portfolio Analysis
- Equity: 98.61%
- Debt: 1.42%
- Others
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 ₹5,603 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.01. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Navi Large & Midcap Fund - Growth | 1 | 292 CR | 2.55 |
| Franklin India Large & Mid Cap Fund Growth | 1 | 3,336 CR | 2.33 |
| Aditya Birla Sun Life Large and Mid Cap Fund Growth | 2 | 5,602 CR | 2.01 |
| Principal Emerging Bluechip Fund Growth | 4 | 3,124 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNavi Large & Midcap Fund - Growth | -4.0593 | 20.842 |
| This FundFranklin India Large & Mid Cap Fund Growth | -10.477 | 27.4005 |
| This FundAditya Birla Sun Life Large and Mid Cap Fund Growth | -4.1673 | 27.6301 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
Aditya Birla Sun Life Large and Mid Cap Fund Growth FAQs
- 1 Month : -7.09%
- 6 Months : -4.61%
- 1 Year : -4.17%
- 3 Years : 8.47%
