Aditya Birla Sun Life Large and Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.49% | -1.86% |
| 2 Year Return | 19.26% | 11.61% |
| 3 Year Return | 10.65% | 32.10% |
| 4 Year Return | 66.16% | 57.26% |
| 5 Year Return | 76.14% | 76.78% |
| 6 Year Return | 54.95% | 125.17% |
| 7 Year Return | 116.94% | 141.57% |
| Expense Ratio | 0.92% | - |
AMC: BirlaSunLife
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Vishal Gajwani
Minimum Purchase: ₹1,000
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 a\\u001fer 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Large and Mid Cap Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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