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

We don't give personal investment advice. Aditya Birla Sun Life Large & Mid Cap Fund - Regular 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: 28.0%. 5-year CAGR: 8.48%.

Birla Sun Life

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

Latest NAV

₹925.2300

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	-0.13%	-0.17%	+0.03	11 / 34	Q2
1W	-0.84%	-1.58%	+0.73	2 / 34	Q1
2W	-1.32%	-1.78%	+0.47	7 / 34	Q1
1M	-0.68%	-0.60%	-0.08	17 / 34	Q2
3M	+2.24%	+2.72%	-0.48	18 / 32	Q3
6M	+4.88%	+3.11%	+1.77	9 / 32	Q2
YTD	+0.53%	-2.55%	+3.07	5 / 32	Q1
1Y	+1.59%	-1.22%	+2.82	12 / 32	Q2
2Y	+1.42%	-0.09%	+1.50	16 / 32	Q2
3Y	+11.25%	+12.08%	-0.82	23 / 32	Q3
4Y	+12.46%	+13.64%	-1.18	21 / 32	Q3
5Y	+8.48%	+11.55%	-3.07	24 / 32	Q3
7Y	+13.48%	+14.58%	-1.09	24 / 32	Q3
10Y	+10.81%	+11.20%	-0.39	22 / 32	Q3
Inception	+10.73%	+8.73%	+2.00	16 / 31	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	+0.53%	-2.55%	+3.07	5 / 32
2025	+2.97%	+2.91%	+0.06	19 / 32
2024	+15.46%	+19.92%	-4.46	25 / 32
2023	+26.72%	+27.73%	-1.00	20 / 32
2022	-12.98%	+2.49%	-15.47	31 / 32
2021	+37.74%	+32.49%	+5.25	8 / 32
2020	+18.01%	+13.97%	+4.04	8 / 32
2019	+8.44%	+4.84%	+3.60	10 / 32
2018	-13.22%	-10.87%	-2.35	18 / 32
2017	+40.11%	+31.34%	+8.77	7 / 32
2016	+7.95%	+2.52%	+5.43	5 / 32

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

+14.64%

236 windows

min -58.1% · max 111.6%

73% positive

3-Year rolling

+12.51%

211 windows

min -7.0% · max 33.7%

91% positive

5-Year rolling

+12.44%

187 windows

min -3.9% · max 25.3%

97% positive

7-Year rolling

+12.56%

163 windows

min 3.3% · max 21.9%

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

13.25%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.60

Downside-only deviation

Max drawdown

-20.77%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Regular - IDCW	Birla Sun Life	₹134.7500	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹925.2300
23 Jul 2026	₹926.4600
22 Jul 2026	₹932.7500
21 Jul 2026	₹942.9800
20 Jul 2026	₹936.8200
17 Jul 2026	₹933.1100
16 Jul 2026	₹934.3300
15 Jul 2026	₹934.4300
14 Jul 2026	₹931.5400
13 Jul 2026	₹937.4500

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 & Mid Cap Fund - Regular Growth is ₹925.2300. It's a Large & Mid 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 & Mid Cap Fund - Regular 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 & Mid Cap Fund - Regular Growth is managed by 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 - Regular Growth has delivered a absolute return of 1.59% — +2.82 pp ahead of the Large & Mid Cap Fund category average of -1.22%. The fund ranks #12 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has delivered a CAGR of 11.25% — -0.82 pp behind the Large & Mid Cap Fund category average of 12.08%. The fund ranks #23 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has delivered a CAGR of 8.48% — -3.07 pp behind the Large & Mid Cap Fund category average of 11.55%. The fund ranks #24 of 32 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth exactly 10 years ago would be worth approximately ₹279,122 today — a multiplier of 2.79×, based on the 10-year CAGR of 10.81%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth over the last 5 years — total invested ₹600,000 — would be worth ₹761,149 today. That's an XIRR (money-weighted annualised return) of 9.45%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth = ₹1,200,000 invested. It would currently be worth ₹2,153,161 (multiplier 1.79×). XIRR: 11.25%. 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 - Regular Growth ranks #24 out of 32 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.55%; this fund delivered 8.48%.

The worst peak-to-trough decline Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth has experienced over the last 5-year window is 28.03% — 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 - Regular Growth averaged 12.44% (best 25.26%, worst -3.88%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth returned 2.97% — beating the Large & Mid Cap Fund category average of 2.91% by 0.06 pp. It ranked #19 of 32 in its category that year.

Aditya Birla Sun Life Large & Mid Cap Fund - Regular 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 & Mid Cap Fund - Regular 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: 28.0%. 5-year CAGR: 8.48%.

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