Investment Objective and Approach

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. The fund follows a diversified investment strategy that balances exposure between large-cap and mid-cap stocks to optimize risk-adjusted returns over the long term.

The fund's investment philosophy focuses on identifying fundamentally strong companies across both large-cap and mid-cap segments, allowing investors to benefit from the stability of established large companies while capturing the growth potential of emerging mid-sized businesses. This balanced approach aims to deliver superior long-term capital appreciation while managing portfolio volatility through diversified holdings.

Fund Managers

Satyabrata Mohanty is the Current Fund Manager of Aditya Birla Sun Life Large & Mid Cap Fund Direct Growth fund. Mr. Satyabrata Mohanty is the Head of Mixed Assets at ABSLMF. A chartered accountant by training, Mr. Mohanty has been associated with the Aditya Birla for over 20 years.

He joined the organisation in 1998 as a management trainee and has since then served it in various capacities. He moved over to their asset management division, where he became a co-head in 2003. His equity management career began in 2009 in the same organisation, and his career trajectory has been an upward curve ever since. During various points in his tenure, Mr. Mohanty has managed Advantage Funds, Dividend Yield Plus, India Reforms and Special Situations Funds. His most preferred investments are in companies which show a robust growth pattern (CAGR of 20% and above) over a long period.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Fund was established as a joint venture between Aditya Birla Group of India and Sun Life Financial Inc of Canada in 1994. It is one of the largest fund houses in India. It commenced operations after registering with SEBI or the Securities and Exchange Board of India in 1994.

Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

Aditya Birla Sun Life Mutual Funds (ABSLMF) is a joint-venture company co-sponsored by the Indian company, Aditya Birla Capital Limited and Canada-based financial service company, Sun Life AMC Investments, Inc. It was established in 1994 and has successfully completed 25 years in the Indian financial landscape. The Aditya Birla Group is the 3rd largest business conglomerate in India, with gross revenue in excess of $41 billion.

Key Fund Information:

- Launch Date: 23 Dec 1994

- Current NAV: ₹997.87 as of 30 Jul 2025

- AUM: ₹4,11,970 Cr as of July 2025

- Risk Rating: Very High risk

- Minimum SIP: ₹100

- Minimum Lumpsum: ₹1,000

- Exit Load: 1%, if redeemed within 90 days

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

This fund is suitable for investors seeking long-term capital appreciation through exposure to both large and mid-cap companies. Given its diversified approach across different market capitalizations, it offers a balanced risk-return profile compared to pure large-cap or mid-cap funds.

The fund is ideal for investors with a minimum investment horizon of 5-7 years who can tolerate higher volatility in exchange for potential superior returns. The experienced fund management team led by Satyabrata Mohanty brings over two decades of expertise in managing equity portfolios.

Investors should consider this fund if they want exposure to India's growth story through a mix of established large companies and emerging mid-cap opportunities. The fund's long track record since 1994 demonstrates its ability to navigate various market cycles.

However, investors should be aware that this is a high-risk equity fund that may experience significant short-term volatility. It's essential to align the investment with your risk tolerance and long-term financial goals.

FAQs

What is today's NAV of Aditya Birla Sun Life Large & Mid Cap Fund?

The latest NAV is ₹997.87 as of 30 Jul 2025. NAV changes daily based on market movements.

What is the AUM of Aditya Birla Sun Life Large & Mid Cap Fund?

The fund has an Asset Under Management (AUM) of ₹4,11,970 Cr as of July 2025.

What is the expense ratio of Aditya Birla Sun Life Large & Mid Cap Fund?

The expense ratio information is not specified in available data. Please check the latest fund factsheet for current expense ratio details.

What are the returns of Aditya Birla Sun Life Large & Mid Cap Fund since inception?

Specific since-inception returns data for the Large & Mid Cap Fund was not available in current search results. Please refer to the fund's latest factsheet for detailed performance metrics.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Large & Mid Cap Fund?

The minimum SIP investment is ₹100.

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

You can invest through Allvest platform, directly through the AMC website, or through registered mutual fund distributors. The investment process involves KYC completion and fund selection.

How to start a SIP in Aditya Birla Sun Life Large & Mid Cap Fund?

Through Allvest, log into your account, select the fund, choose SIP option, set amount and frequency, complete bank mandate, and start your systematic investment plan.

How do I automate an SIP in Aditya Birla Sun Life Large & Mid Cap Fund?

Set up auto-debit mandate with your bank through Allvest platform. Once configured, SIP amounts will be automatically debited on your chosen dates.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Large & Mid Cap Fund?

Log into Allvest platform, navigate to your holdings, select partial or full redemption, specify amount, and submit request. Exit load of 1% applies if redeemed within 90 days.