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Aditya Birla Sun Life Mutual Fund · Equity: Large and Mid Cap
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies
EquityBenchmark · Nifty Large Midcap 250 TRITER · 2.01%Inception · 24-02-1995
NAV
₹911.28
+1.05% · as of 13-10-2026
Since inception
15.55%
CAGR
Benchmark (inception)
15.07%
CAGR
Fund size
₹5,603 Cr
AUM
Expense ratio
2.01%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +15.55% CAGR vs benchmark +15.07%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.90%
STATE BANK OF INDIA EQ NEW RE. 1/-3.48%
AU SMALL FINANCE BANK LIMITED EQ3.43%
J.K.CEMENT LIMITED EQ2.88%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-2.49%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.44%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.39%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-2.37%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-2.33%
GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/-2.29%
Sector allocation
Financial Services24.89%
Capital Goods13.45%
Automobile and Auto Components10.10%
Healthcare9.94%
Consumer Services6.10%
Metals & Mining4.97%
Information Technology4.21%
Consumer Durables3.60%
Services3.34%
Construction Materials3.19%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.6% p.a.₹10,000
10 years
Projected value
₹28,82,944
Invested: ₹12,00,000
Gained: ₹16,82,944
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Vishal Gajwani
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100033
ISIN (Growth)
INF209K01165
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Quant Large & Midcap Gr
₹120.43
1Y
+6.6%
3Y
+12.4%
5Y
+11.8%
HSBC Large And Mid Cap Gr
₹28.82
1Y
+4.8%
3Y
+14.9%
5Y
+11.4%
Motilal Oswal Large And Midcap Reg Gr
₹36.26
1Y
+4.4%
3Y
+19.2%
5Y
+16.3%
Sundaram Large And Midcap Gr
₹88.25
1Y
+2.3%
3Y
+11.9%
5Y
+8.7%
Bank Of India Large & Mid Cap Fund Eco Plan Gr
₹98.42
1Y
+2.0%
3Y
+11.6%
5Y
+9.5%
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