Aditya Birla Sun Life Large Cap Fund
Current Fund Size :
₹ 8.74 Lakh
₹575.56
NAV
14.64% p.a.
Overall Return
-1.1%
1-Day Change
0.98%
Expense Ratio
₹ 29,867 Cr
AUM (Fund Size)
12+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY 100 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
12 yrs 8 m since Jan 01, 2013
Current Value (Example)
₹ 8.74 Lakh
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Aditya Birla Sun Life Large Cap Fund | -3.71% | 16.94% | 20.34% | 12.12 | 0.96 | 0.70 | 1.18 | 29,867 Cr | 12 yrs 8 m | 0.98% |
| 2 | ICICI Prudential Large Cap Fund | -1.49% | 20.19% | 22.62% | 11.74 | 0.91 | 0.93 | 1.65 | 71,840 Cr | 12 yrs 8 m | 0.86% |
| 3 | Nippon India Large Cap Fund | -0.13% | 21.58% | 26.03% | 11.89 | 0.92 | 1.06 | 1.78 | 45,012 Cr | 12 yrs 8 m | 0.69% |
| 4 | Canara Robeco Large Cap Fund | -2.11% | 17.51% | 19.53% | 11.56 | 0.91 | 0.77 | 1.24 | 16,281 Cr | 12 yrs 8 m | 0.47% |
| 5 | Baroda BNP Paribas Large Cap Fund | -7.08% | 18.14% | 19.85% | 12.67 | 0.98 | 0.75 | 1.16 | 2,646 Cr | 12 yrs 8 m | 0.76% |
| 6 | Edelweiss Large Cap Fund | -4.94% | 18.08% | 20.0% | 12.17 | 0.96 | 0.76 | 1.21 | 1,287 Cr | 12 yrs 8 m | 0.61% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.69% | 0.74% |
| 2 | 3 Months | -2.93% | -2.65% |
| 3 | 6 Months | 6.84% | 6.19% |
| 4 | 1 Year | -3.71% | -3.8% |
| 5 | 2 Years | 15.66% | 15.65% |
| 6 | 3 Years | 16.94% | 16.75% |
| 7 | 4 Years | 11.59% | 11.32% |
| 8 | 5 Years | 20.34% | 19.55% |
| 9 | 7 Years | 14.29% | 14.56% |
| 10 | 10 Years | 13.63% | 13.8% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life PSU Equity Fund | 5,227 Cr | -9.24% | 34.07% | View Detail |
| 2 | Aditya Birla Sun Life Infrastructure Fund | 1,120 Cr | -6.68% | 30.43% | View Detail |
| 3 | Aditya Birla Sun Life Mid Cap Fund | 5,970 Cr | -7.91% | 24.71% | View Detail |
| 4 | Aditya Birla Sun Life Small Cap Fund | 4,824 Cr | -9.81% | 23.7% | View Detail |
| 5 | Aditya Birla Sun Life Value Fund | 5,879 Cr | -10.46% | 23.22% | View Detail |
| 6 | Aditya Birla Sun Life Banking & Financial Services Fund | 3,374 Cr | 2.03% | 23.15% | View Detail |
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