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

Aditya Birla Sun Life · Mid Cap
High
₹867.61
Current NAV
23 Oct 2026
-5.7%
1Y Return
8.7%
3Y CAGR
4.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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
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