EquityLarge & Mid Cap FundDirect · Growth
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life · Scheme 119436
₹1,076.95▼ 0.02%NAV · 2026-08-05
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.5%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.69% |
| 3 Months | +6.63% |
| 6 Months | +5.41% |
| 1 Year | +8.94% |
| 3 Years (CAGR) | +13.50% |
| 5 Years (CAGR) | +9.61% |
| 10 Years (CAGR) | +12.16% |
| Since Launch | +14.81% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns35
Consistency53
Risk-adjusted44
Downside protection42
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.5%
- ✓ Positive 3Y windows: 95% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 7.8%
- ✓ Alpha vs benchmark: +4.8%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -2.7% vs category avg
- • 5Y CAGR vs category: -4.9% vs category avg
- • Beat category: beat category in 34% of windows
- • Sharpe ratio: 0.54
Risk metrics
Sharpe ratio
0.54
Sortino ratio
0.65
Volatility
17.04%
Max drawdown
-39.25%
Downside capture
93.60%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.