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Aditya Birla Sun Life Large Cap Fund-Growth

(Erstwhile Aditya Birla Sun Life Frontline Equity Fund-Growth)

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Category: Equity: Large Cap
Launch Date: 05-08-2002
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.63% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 31,015.85 Cr As on (31-10-2025)
Turn over: 35
NAV as on 08-12-2025

543.13

-5.39 (-0.9924%)

CAGR Since Inception

18.71%

NIFTY 100 TRI 0.06%

PERFORMANCE of Aditya Birla Sun Life Large Cap Fund-Growth

Scheme Performance (%) Data as on - 08-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Large Cap Fund-Growth 4.23 14.38 16.29 13.34 18.71
NIFTY 100 TRI 4.13 13.21 15.61 14.28 0.06
Equity: Large Cap 2.26 13.78 15.25 13.06 13.27

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Mahesh Patil

Investment Objective

The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 100 TRI. The secondary objective is income generation and distribution of IDCW.

RETURNS CALCULATOR for Aditya Birla Sun Life Large Cap Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Large Cap Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Large Cap Fund-Growth 11.64 0.75 1.33 0.94 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 4.23 13.84 14.38 16.29 13.34
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 6.65 15.86 17.22 18.76 15.2
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 6.35 0.0 0.0 0.0 0.0
Franklin India Large Cap Fund-Growth 01-12-1993 4.53 14.89 14.1 15.54 12.08
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 4.52 12.37 13.46 15.4 13.12
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 4.51 15.42 17.1 15.78 12.44
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.37 12.3 12.26 14.39 14.01
UTI Large Cap Fund - Regular Plan - Growth Option 18-10-1986 3.96 11.2 11.9 13.92 12.66
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 3.84 15.2 17.95 20.86 14.98
Kotak Large Cap Fund - Growth 29-12-1998 3.56 13.84 14.41 15.86 13.46

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Large Cap Fund-Growth

Portfolio as on