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  • Aditya Birla Sun Life Large and Mid Cap Fund Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹5,103 Cr

Lock In Period

N/A

Expense Ratio

1.93

Benchmark

Nifty Large Midcap 250 Total Return

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.

Summary

Latest details for Aditya Birla Sun Life Large and Mid Cap Fund Growth include a ₹923.34 NAV as of Apr 22,2026 and returns since inception of 58.77%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Large and Mid Cap Fund Growth AUM is ₹5,103 Cr, with a lock-in of N/A years, expense ratio of 1.93%, and benchmark Nifty Large Midcap 250 Total Return. Exit load 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 aer 90 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 9.75% returns, against a category average of 2.13% and a category best of 12.07%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.752.1312.07
6M0.491.8429.78
1Y9.245.9840.44
3Y16.6617.56134.87

Portfolio Analysis

  • Equity: 98.33%
  • Debt: 1.68%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited4.65%
2. AU Small Finance Bank Limited3.16%
3. Axis Bank Limited1.24%

1. Infosys Limited2.23%
2. Tech Mahindra Limited1.34%
3. Coforge Limited1.12%
4. MphasiS Limited0.56%
5. Hexaware Technologies limited0.11%

1. State Bank of India3.95%
2. Bank of Maharashtra1.38%

1. Ajanta Pharmaceuticals Limited1.93%
2. Mankind Pharma Ltd1.35%
3. Emcure Pharmaceuticals Ltd0.86%
4. GlaxoSmithKline Pharmaceuticals Limited0.59%
5. Cohance Lifesciences Limited0.49%

1. Bajaj Finance Limited1.75%
2. Muthoot Finance Limited1.11%
3. Five-Star Business Finance Ltd0.98%
4. SBFC Finance Ltd0.63%

1. Apollo Hospitals Enterprise Limited1.71%
2. Fortis Healthcare Limited1.31%
3. Max Healthcare Institute Limited1.02%

1. Minda Industries Ltd2.00%
2. Samvardhana Motherson International Limited1.87%

1. Eternal Limited1.51%
2. Swiggy Ltd1.44%
3. MEESHO LTD0.67%

1. Bharat Electronics Limited2.11%
2. Hindustan Aeronautics Limited1.34%

1. JK Cement Limited3.04%
2. Ambuja Cements Limited0.25%

1. APL Apollo Tubes Limited2.90%

1. Max Financial Services Limited2.55%

1. Astral Limited2.37%

1. Jindal Steel & Power Limited2.31%

1. Phoenix Mills Limited1.54%
2. Brigade Enterprises Limited0.77%

1. Navin Fluorine International Limited2.22%

1. KEI Industries Limited2.10%

1. Hindalco Industries Limited2.08%

1. TVS Motor Company Limited1.84%

1. ABB India Limited1.09%
2. CG Power and Industrial Solutions Limited0.68%

1. Schaeffler India Limited1.75%

1. Titan Company Limited1.71%

1. Varun Beverages Limited1.64%

1. Mahindra & Mahindra Limited1.60%

1. PI Industries Litmited1.59%

1. Reliance Industries Limited0.82%
2. Hindustan Petroleum Corporation Limited0.77%

1. ICICI Lombard General Insurance Company Limited1.43%

1. JSW Energy Limited0.90%
2. NTPC Green Energy Ltd0.52%

1. K.P.R. Mill Limited1.34%

1. Bharti Airtel Limited1.28%

1. Larsen & Toubro Limited1.25%

1. One 97 Communications Limited1.18%

1. REC Limited1.12%

1. Vedanta Limited1.06%

1. Info Edge (India) Limited1.01%

About Fund

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 ₹5,103 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.93. 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
This FundCanara Robeco Large and Mid Cap Fund Growth222203.19 CR1.63
This FundFranklin India Large & Mid Cap Fund Growth33135.1 CR2.05
This FundAditya Birla Sun Life Large and Mid Cap Fund Growth25103.03 CR1.93
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundCanara Robeco Large and Mid Cap Fund Growth1.9858.1299
This FundFranklin India Large & Mid Cap Fund Growth5.866958.4941
This FundAditya Birla Sun Life Large and Mid Cap Fund Growth9.242958.7674
This FundInvesco India Large & Mid Cap Fund Growth9.514495.4714
This FundMotilal Oswal Large and Midcap Fund Growth15.2378102.755

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 1.93. 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 : 9.75%
  • 6 Months : 0.49%
  • 1 Year : 9.24%
  • 3 Years : 16.66%
Returns of Aditya Birla Sun Life Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 923.34 as on Apr 22,2026. Since inception, the return has been 58.77%.

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 ₹5,103 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.
Min Inv Amount: ₹500