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Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth
+13.73%
3Y annualised
+1.96% 1D
NAV: 01 Apr '26
₹925.16
Min. for SIP
₹100
Fund size (AUM)
₹5,760.93 Cr
Expense ratio
1.12%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,708 | -7.15% | |
| 3 years | ₹1,80,000 | ₹1,84,777 | +2.65% | |
| 5 years | ₹3,00,000 | ₹3,47,356 | +15.79% | |
| 10 years | ₹6,00,000 | ₹10,14,423 | +69.07% |
Holdings (70)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.71% |
| State Bank of India | Financial | Equity | 4.30% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.18% |
| JK Cement Ltd. | Construction | Equity | 3.00% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.97% |
| Max Financial Services Ltd. | Financial | Equity | 2.75% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.53% |
| Astral Ltd. | Chemicals | Equity | 2.46% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.34% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.10% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.07% |
| Infosys Ltd. | Technology | Equity | 2.06% |
| UNO Minda Ltd. | Automobile | Equity | 2.04% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.99% |
| Bajaj Finance Ltd. | Financial | Equity | 1.93% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.93% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.87% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.83% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.75% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.71% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.65% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.63% |
| PI Industries Ltd. | Chemicals | Equity | 1.62% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.60% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.50% |
| Bank of Maharashtra | Financial | Equity | 1.49% |
| Swiggy Ltd. | Services | Equity | 1.48% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.41% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.38% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.35% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.34% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.34% |
| Axis Bank Ltd. | Financial | Equity | 1.30% |
| K.P.R. Mill Ltd. | Textiles | Equity | 1.28% |
| Eternal Ltd. | Services | Equity | 1.28% |
| One97 Communications Ltd. | Services | Equity | 1.19% |
| Bharti Airtel Ltd. | Communication | Equity | 1.19% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.18% |
| Tech Mahindra Ltd. | Technology | Equity | 1.16% |
| REC Ltd. | Financial | Equity | 1.14% |
| Coforge Ltd. | Technology | Equity | 1.06% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.05% |
| Muthoot Finance Ltd. | Financial | Equity | 1.04% |
| Trent Ltd. | Services | Equity | 1.04% |
| ABB India Ltd. | Capital Goods | Equity | 0.98% |
| Info Edge (India) Ltd. | Services | Equity | 0.95% |
| Interglobe Aviation Ltd. | Services | Equity | 0.95% |
| Gokaldas Exports Ltd. | Textiles | Equity | 0.94% |
| SAMHI Hotels Ltd. | Services | Equity | 0.92% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.91% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.87% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.83% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.82% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.78% |
| Reliance Industries Ltd. | Energy | Equity | 0.76% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.73% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 0.70% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.69% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.67% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.66% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.66% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.62% |
| NTPC Green Energy Ltd. | Energy | Equity | 0.56% |
| Meesho Ltd. | Services | Equity | 0.46% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.45% |
| Mphasis Ltd. | Technology | Equity | 0.44% |
| SBFC Finance Ltd. | Financial | Equity | 0.42% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.11% |
| Tata Motors Ltd. | Automobile | Equity | 0.09% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.7% | +9.4% | +12.4% | +13.9% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 27 | 24 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +7.55% | +23.16% | 15,017.31 | |
Bandhan Large & Mid Cap Fund Direct Growth | +5.07% | +22.06% | 14,780.40 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +0.14% | +18.40% | 28,505.90 | |
DSP Large & Mid Cap Fund Direct Plan Growth | -0.18% | +18.36% | 17,652.61 | |
Nippon India Vision Large & Mid Cap Direct Growth | +1.40% | +18.32% | 6,962.81 | |
| Compare | ||||
Fund management
VGVishal GajwaniOct 2024 - PresentView details
VG
Vishal Gajwani
Oct 2024 - Present
View details
About Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth
Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Vishal Gajwani is the Current Fund Manager of Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 01 Apr 2026 is ₹925.16.
The Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 90 days.
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Investment Objective
The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,