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Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 119436

1,089.81 0.05%NAV · 2026-09-18
48
Average FundScore
Start SIP
AUM
₹5,827 cr
Expense ratio
1.26%
3Y CAGR
13.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Satyabrata MohantyExit load: Exit load of 1%, if redeemed within 90 days.
Average · 48/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • 3Y CAGR: +13.9%
  • 1Y return vs category: +2.6% vs category avg
  • Positive 3Y windows: 95% of rolling 3Y windows positive

📉 What could drag it down

  • 3Y CAGR vs category: -2.3% vs category avg
  • 5Y CAGR vs category: -4.9% vs category avg

FundScore breakdown

48/100 · Average
How it works →
39
Returns
Weak
53
Consistency
Average
46
Risk-adjusted
Average
43
Downside protection
Weak
66
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.