January 22, 2026
RA Jainee
Aditya Birla (ABSL) Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 1,015.05 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 204.27 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 5,784 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.09% |
| 1 Year Return (%) | 7.96 |
| 3 Year Return (%) | 16.43 |
| 5 Year Return (%) | 12.98 |
| 10 Year Return (%) | 13.90 |
| Return Since Launch | 14.93% |
⚖️ Sahifund Review – Aditya Birla Sun Life Large & Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
Fund Manager:
1) Vishal Gajwani
Education: Mr. Gajwani is CA and CFA (US)
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Aditya Birla (ABSL) Large & Mid Cap Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.93% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,784 Cr |
| (As on 31-Dec-2025) | |
| Expense | 1.09% |
| (As on 31-Dec-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 61.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Large & Mid Cap Dir | -0.60 | -0.58 | -0.29 | -0.56 | 0.53 | 7.96 | 16.43 | 12.98 | 14.10 | 13.90 |
| BSE Large Mid Cap TRI | -1.85 | -0.42 | -1.13 | -0.34 | 1.87 | 9.94 | 15.15 | 14.71 | 15.08 | 15.16 |
| Equity: Large & MidCap | -1.24 | -0.14 | -0.91 | -0.94 | 0.93 | 6.54 | 18.69 | 18.36 | 17.63 | 16.64 |
| Rank within category | 21 | 56 | 13 | 31 | 47 | 25 | 30 | 26 | 21 | 17 |
| Number of funds in category | 64 | 64 | 64 | 64 | 63 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Aditya Birla Large & Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Large & Mid Cap Dir | 1 star | 7.96 | 16.43 | 12.98 | 1.09 | 5,784 | 14.93 | 1.00 (90) | 13Y | 61.00 |
| SBI Large & Midcap Dir | 4 star | 13.44 | 18.95 | 19.48 | 0.73 | 37,443 | 17.15 | 0.10 (30) | 13Y | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 9.35 | 20.70 | 21.17 | 0.83 | 28,980 | 13.82 | 1.00 (365) | 13Y | 3.41 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.25 | 21.72 | 22.52 | 0.76 | 27,745 | 16.69 | 1.00 (30) | 13Y | 58.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | 0.41 | 25.05 | 22.64 | 0.69 | 15,055 | 22.30 | 1.00 (365) | 6Y 3M | 45.00 |
Portfolio Analysis of Aditya Birla (ABSL) Large & Mid Cap Fund
| No. of Stocks | 71 |
| Top 10 Stocks | 28.16% |
| Top 5 Stocks | 16.73% |
| Top 3 Sectors | 57.40% |
| Portfolio P/B Ratio | 4.39 |
| Portfolio P/E Ratio | 29.38 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,19,985 | 1,82,653 |
| Giant (%) | — | — |
| Large (%) | 43.92 | 61.05 |
| Mid (%) | 44.86 | 32.72 |
| Small (%) | 11.22 | 9.28 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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