Aditya Birla Sun Life Large and Mid Cap Fund Growth Return
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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)
₹5,648 Cr
Lock In Period
N/A
Expense Ratio
1.96
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 a er 90 days from the date of allotment: Nil.
Benchmark
Nifty Large Midcap 250 Total Return
Summary
Aditya Birla Sun Life Large and Mid Cap Fund Growth NAV is ₹892.69 as of 16 May, 2026. Aditya Birla Sun Life Large and Mid Cap Fund Growth has delivered 46.61% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Large and Mid Cap Fund Growth is ₹100. The AUM of Aditya Birla Sun Life Large and Mid Cap Fund Growth is ₹5,648 Cr. The expense ratio of the fund is 1.96%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund is 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.. In the last 1M months, Aditya Birla Sun Life Large and Mid Cap Fund Growth has delivered 1.83% returns.
Aditya Birla Sun Life Large and Mid Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.83 | -0.38 | 11.30 |
| 6M | -2.10 | 1.43 | 29.78 |
| 1Y | 3.50 | 4.07 | 40.44 |
| 3Y | 13.60 | 10.94 | 134.87 |
Portfolio Analysis
- Equity: 98.33%
- Debt: 1.68%
- Others
As on: 2026-03-31
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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 ₹5,648 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.96. 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 |
|---|---|---|---|
| Tata Large & Mid Cap Fund - Growth | 2 | 7802.21 CR | 1.81 |
| Navi Large & Midcap Fund - Growth | 1 | 300.32 CR | 2.48 |
| Aditya Birla Sun Life Large and Mid Cap Fund Growth | 2 | 5648.27 CR | 1.96 |
| Motilal Oswal Large and Midcap Fund Growth | 4 | 16776.57 CR | 1.91 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Large & Mid Cap Fund - Growth | -6.0366 | 30.5715 |
| This FundNavi Large & Midcap Fund - Growth | 1.3713 | 38.1493 |
| This FundAditya Birla Sun Life Large and Mid Cap Fund Growth | 3.5001 | 46.6125 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 11.3131 | 94.9678 |
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 1.96. 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 : 1.83%
- 6 Months : -2.10%
- 1 Year : 3.50%
- 3 Years : 13.60%
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 ₹5,648 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.
