Aditya Birla Sun Life Large & Mid Cap Fund
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1–7 yearsInvestment Horizon
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Aditya Birla Sun Life Equity Advantage Fund Growth mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
-1.3% AnnuallyAlpha
+9.3% vs +9.9% benchmarkSince Inception
+10.4% vs +6.3% benchmark3Y Annualized
+7.3% vs +6.5% benchmark5Y Annualized
Aditya Birla Sun Life Large & Mid Cap Fund
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Equity Advantage Fund
NIFTY 50
Risk Profile
Standard Deviation18.0%
Sharpe Ratio-0.07
Beta1.16
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services4.90%
Reliance Industries LtdEnergy & Infra2.97%
JK Cement LtdCapital Goods2.82%
HDFC Bank LtdFinancial Services2.75%
Infosys LtdTechnology2.44%
APL Apollo Tubes LtdCapital Goods2.42%
Hindustan Petroleum Corp LtdEnergy & Infra2.37%
Max Financial Services LtdFinancial Services2.29%
Axis Bank LtdFinancial Services2.29%
AU Small Finance Bank LtdFinancial Services2.09%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.9%
Exit Load1
Regulatory & Tax Information
INF209K01165
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)