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

Aditya Birla Sun Life · Mid Cap

High

₹135.11

Current NAV

25 Jun 2026

38.6%

1Y Return

15.6%

3Y CAGR

22.6%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
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.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

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

1.36

Sharpe Ratio

1.56

Beta

3.36

Alpha

1.85

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