Large & Mid Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
5244.13 Cr.
(As of 31 Aug, 2023)
Benchmark
S&P BSE 250 LargeMidcap Index TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
The objective of the scheme is 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
Satyabrata Mohanty
Exit load
1 %
(If redeemed within 90 days)Minimum sip
₹0
Minimum investment
₹1000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
ICICI Bank Ltd
7.31%
HDFC Bank Ltd
4.72%
State Bank of India
4.53%
Infosys Ltd
4.45%
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
This fund is rated 2 stars by Morning Star Ratings.
Aditya Birla Sun Life AMC Limited (formerly known as Birla Sun Life Asset Management Company Limited), the investment manager of Aditya Birla Sun Life Mutual Fund (formerly known as Birla Sun Life Mutual Fund), is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Aditya Birla Sun Life Mutual Fund (ABSLMF) was established in 1994 and is co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life (India) AMC Investments Inc. The Aditya Birla Sun Life Mutual Fund is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India (AMFI). The Aditya Birla Mutual Fund has total domestic assets under management (AUM) of close to Rs. 2423 billion (Quarter ended December 31st, 2018). The fund house has an extraordinary mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes and sound investment performance, with around 6.8 million investor folios (as of December 31st, 2018).