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

We don't give personal investment advice. Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan 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: 27.8%. 5-year CAGR: 9.74%.

Aditya Birla Sun Life

Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan

Latest NAV

₹999.2500

As of

3 Jun 2026

3,299 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	+0.29%	+0.15%	+0.14	13 / 34	Q2
1W	-1.71%	-1.78%	+0.06	13 / 34	Q2
2W	+0.30%	-0.02%	+0.32	10 / 34	Q2
1M	-1.10%	-0.52%	-0.58	23 / 34	Q3
3M	-0.91%	+0.66%	-1.56	20 / 34	Q3
6M	-2.10%	-3.20%	+1.10	8 / 34	Q1
YTD	-2.49%	-3.29%	+0.80	9 / 34	Q2
1Y	+1.88%	+1.81%	+0.07	16 / 33	Q2
2Y	+3.15%	+4.91%	-1.76	24 / 30	Q4
3Y	+13.34%	+16.92%	-3.58	25 / 27	Q4
4Y	+12.92%	+16.88%	-3.96	26 / 27	Q4
5Y	+9.74%	+15.02%	-5.27	27 / 27	Q4
7Y	+12.40%	+16.10%	-3.70	23 / 23	Q4
10Y	+12.43%	+15.15%	-2.72	19 / 20	Q4
Inception	+14.38%	+13.65%	+0.73	20 / 33	Q3

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	-2.49%	-3.29%	+0.80	9 / 34
2025	+3.77%	+4.90%	-1.13	21 / 32
2024	+16.39%	+24.93%	-8.54	26 / 28
2023	+27.76%	+31.20%	-3.43	21 / 27
2022	-12.23%	+2.92%	-15.15	27 / 27
2021	+38.92%	+38.33%	+0.59	13 / 27
2020	+19.13%	+17.02%	+2.11	6 / 26
2019	+9.40%	+9.44%	-0.05	13 / 22
2018	-12.23%	-6.02%	-6.21	18 / 21
2017	+41.91%	+38.46%	+3.45	4 / 21
2016	+9.18%	+7.16%	+2.03	9 / 20

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

+18.59%

152 windows

min -28.6% · max 86.9%

77% positive

3-Year rolling

+14.98%

127 windows

min -7.5% · max 35.5%

94% positive

5-Year rolling

+14.20%

103 windows

min -0.1% · max 25.2%

99% positive

7-Year rolling

+13.55%

79 windows

min 9.8% · max 19.0%

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

14.65%

3-year · annualised

Sharpe ratio

0.49

vs risk-free 6.5%

Sortino ratio

0.73

Downside-only deviation

Max drawdown

-20.51%

Sep 2024 → Feb 2025

% positive months

75.0%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - Growth	Mirae Asset	₹169.3610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹999.2500
2 Jun 2026	₹1,001.6900
1 Jun 2026	₹998.7800
29 May 2026	₹1,009.8500
27 May 2026	₹1,022.1800
26 May 2026	₹1,019.1500
25 May 2026	₹1,020.0800
22 May 2026	₹1,009.4200
21 May 2026	₹1,004.5600
20 May 2026	₹1,000.3700

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 03 Jun 2026, the NAV of Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan is ₹999.2500. It's a Large & Mid Cap Fund from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan has delivered a absolute return of 1.88% — +0.07 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #16 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan has delivered a CAGR of 13.34% — -3.58 pp behind the Large & Mid Cap Fund category average of 16.92%. The fund ranks #25 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan has delivered a CAGR of 9.74% — -5.27 pp behind the Large & Mid Cap Fund category average of 15.02%. The fund ranks #27 of 27 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan exactly 10 years ago would be worth approximately ₹322,574 today — a multiplier of 3.23×, based on the 10-year CAGR of 12.43%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹756,485 today. That's an XIRR (money-weighted annualised return) of 9.20%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,207,620 (multiplier 1.84×). XIRR: 11.72%. 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 & Mid Cap Fund - Growth - Direct Plan ranks #27 out of 27 funds in the Large & Mid Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 15.02%; this fund delivered 9.74%.

The worst peak-to-trough decline Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan has experienced over the last 5-year window is 27.76% — its NAV fell from a high on 17 Jan 2022 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 & Mid Cap Fund - Growth - Direct Plan averaged 14.20% (best 25.23%, worst -0.09%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.28 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan returned 3.77% — lagging the Large & Mid Cap Fund category average of 4.90% by 1.13 pp. It ranked #21 of 32 in its category that year.

Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan 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 & Mid Cap Fund - Growth - Direct Plan 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: 27.8%. 5-year CAGR: 9.74%.

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