Should I invest in Aditya Birla Sun Life Large Cap Fund?

We don't give personal investment advice. Aditya Birla Sun Life Large Cap Fund-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 10.45%.

Birla Sun Life

Aditya Birla Sun Life Large Cap Fund-Growth

Latest NAV

₹511.5500

As of

24 Jul 2026

4,999 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.23%	-0.35%	+0.11	4 / 35	Q1
1W	-1.56%	-1.80%	+0.24	6 / 35	Q1
2W	-1.19%	-1.49%	+0.30	5 / 35	Q1
1M	-0.04%	-0.37%	+0.33	5 / 35	Q1
3M	+1.60%	+1.15%	+0.45	13 / 35	Q2
6M	-2.82%	-2.82%	+0.00	19 / 35	Q3
YTD	-6.92%	-6.84%	-0.08	22 / 35	Q3
1Y	-3.61%	-4.27%	+0.65	20 / 35	Q3
2Y	+0.14%	-2.12%	+2.25	11 / 35	Q2
3Y	+9.78%	+7.28%	+2.49	10 / 35	Q2
4Y	+11.92%	+9.46%	+2.46	13 / 34	Q2
5Y	+10.45%	+7.88%	+2.57	11 / 34	Q2
7Y	+12.89%	+10.08%	+2.81	10 / 34	Q2
10Y	+11.21%	+8.36%	+2.85	14 / 34	Q2
Inception	+13.18%	+8.33%	+4.85	2 / 35	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.92%	-7.22%	+0.30	21 / 34
2025	+9.03%	+5.20%	+3.84	5 / 34
2024	+15.58%	+12.60%	+2.98	8 / 34
2023	+22.38%	+21.38%	+0.99	15 / 34
2022	+3.54%	+0.25%	+3.28	6 / 34
2021	+27.65%	+23.62%	+4.03	7 / 34
2020	+14.08%	+11.04%	+3.04	16 / 34
2019	+7.38%	+7.65%	-0.27	22 / 35
2018	-2.28%	-3.82%	+1.54	15 / 35
2017	+29.55%	+24.19%	+5.35	9 / 35
2016	+6.97%	+0.01%	+6.96	4 / 33

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.95%

236 windows

min -49.4% · max 111.2%

78% positive

3-Year rolling

+14.07%

211 windows

min -4.7% · max 31.5%

98% positive

5-Year rolling

+13.62%

187 windows

min 0.2% · max 25.1%

100% positive

7-Year rolling

+13.35%

163 windows

min 8.1% · max 23.1%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.54%

3-year · annualised

Sharpe ratio

0.31

vs risk-free 6.5%

Sortino ratio

0.46

Downside-only deviation

Max drawdown

-16.91%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Regular Plan	HDFC	₹1,117.6250	24 Jul 2026
SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹52.5157	24 Jul 2026
Franklin India Large Cap Fund - IDCW	Franklin Templeton	₹41.8537	24 Jul 2026
Mirae Asset Large Cap Fund - Growth Plan	Mirae Asset	₹110.1470	24 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹558.1270	24 Jul 2026
Edelweiss Large Cap Fund - Plan B - IDCW Option	Edelweiss	₹80.3900	24 Jul 2026
HSBC Large Cap Fund - Regular Growth	HSBC	₹464.7238	24 Jul 2026
UTI Large Cap Fund - Regular Plan - Growth Option	UTI	₹260.1960	24 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹327.1700	24 Jul 2026
Aditya Birla Sun Life Large Cap Fund-Regular - IDCW	Birla Sun Life	₹38.0700	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹511.5500
23 Jul 2026	₹512.7400
22 Jul 2026	₹514.7100
21 Jul 2026	₹518.9400
20 Jul 2026	₹518.2400
17 Jul 2026	₹519.6700
16 Jul 2026	₹514.6400
15 Jul 2026	₹515.5000
14 Jul 2026	₹514.5200
13 Jul 2026	₹518.2300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of Aditya Birla Sun Life Large Cap Fund-Growth is ₹511.5500. It's a Large Cap Fund from Birla Sun Life, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Large Cap Fund-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Aditya Birla Sun Life Large Cap Fund-Growth is managed by Birla Sun Life. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Large Cap Fund-Growth has delivered a absolute return of -3.61% — +0.65 pp ahead of the Large Cap Fund category average of -4.27%. The fund ranks #20 of 35 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Large Cap Fund-Growth has delivered a CAGR of 9.78% — +2.49 pp ahead of the Large Cap Fund category average of 7.28%. The fund ranks #10 of 35 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Large Cap Fund-Growth has delivered a CAGR of 10.45% — +2.57 pp ahead of the Large Cap Fund category average of 7.88%. The fund ranks #11 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Large Cap Fund-Growth exactly 10 years ago would be worth approximately ₹289,370 today — a multiplier of 2.89×, based on the 10-year CAGR of 11.21%. The category average over the same window would have grown ₹1 lakh to ₹223,148.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Large Cap Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹748,148 today. That's an XIRR (money-weighted annualised return) of 8.76%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Large Cap Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹2,194,893 (multiplier 1.83×). XIRR: 11.61%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Large Cap Fund-Growth ranks #11 out of 34 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 7.88%; this fund delivered 10.45%.

The worst peak-to-trough decline Aditya Birla Sun Life Large Cap Fund-Growth has experienced over the last 5-year window is 17.12% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Large Cap Fund-Growth averaged 13.62% (best 25.05%, worst 0.25%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.35 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Large Cap Fund-Growth returned 9.03% — beating the Large Cap Fund category average of 5.20% by 3.84 pp. It ranked #5 of 34 in its category that year.

Aditya Birla Sun Life Large Cap Fund-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Aditya Birla Sun Life Large Cap Fund-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 10.45%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.