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Aditya Birla Sun Life Large Cap Fund-Growth

Aditya Birla Sun Life · Large Cap
High
₹511.97
Current NAV
25 Jun 2026
22.7%
1Y Return
9.7%
3Y CAGR
12.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.57
Sharpe Ratio
1.07
Beta
0.07
Alpha
0.67
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Fund Details
Fund House Aditya Birla Sun Life
Category Large Cap
AUM ₹7620 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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