Home› Funds› Aditya Birla Sun Life Large & Mid Cap Fund - Regul

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

Aditya Birla Sun Life · Mid Cap
High
₹927.71
Current NAV
25 Jun 2026
17.9%
1Y Return
24.9%
3Y CAGR
16.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • 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.
  • Systematic investments (SIP) for long-term target goal-based planning.
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
0.79
Sharpe Ratio
1.29
Beta
0.29
Alpha
1.10
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Mid Cap
AUM ₹3340 Cr
Expense Ratio 1.69%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Mid Cap
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Large and Mid Cap
₹12.63 44.9%
HDFC Mid Cap Fund - Growth Plan
HDFC
₹204.86 44.9%
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹98.41 44.9%
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)
Canara Robeco
₹81.49 44.8%