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

Aditya Birla Sun Life · Mid Cap
High
₹117.51
Current NAV
23 Oct 2026
-17.7%
1Y Return
1.5%
3Y CAGR
-2.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.36).
  • Very large asset base (AUM: ₹23,910 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.36
Sharpe Ratio
1.56
Beta
3.36
Alpha
1.85
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Mid Cap
AUM ₹23910 Cr
Expense Ratio 1.16%
Min SIP ₹500
Min Lumpsum ₹1000
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