Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan
Large Cap
— 3Y
Axis Mutual Fund
Large Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 100 TRI
Axis Large Cap Fund - Direct Plan - Growth is an open-ended large cap scheme managed by Axis Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | -2.4% | -4.5% | +2.1% |
| Since inception | +10.3% | +8.4% | +1.9% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
12%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.98
Category avg beta 1.04.
Sharpe (risk-adjusted)
1.01
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-14.7%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Larsen & Toubro Ltd. | Construction | 13.6% |
| Bharti Airtel Ltd. | Telecommunication | 13% |
| Axis Bank Ltd. | Financial Services | 14.4% |
| Kotak Mahindra Bank Ltd. | Financial Services | 14.5% |
| ITC Ltd. | Consumer Staples | 6.6% |
| Asian Paints Ltd. | Materials | 10.5% |
| Maruti Suzuki India Ltd. | Automobiles | 7.4% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 9.7% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2023
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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Investor L
2026-08-15
Good ELSS context without pushing products.
Investor K
2026-05-15
Compare tray makes advisor conversations faster.
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2026-06-15
Charts load instantly on fibre — impressive polish.
Axis Large Cap Fund - Direct Plan - Growth
Research-only · No transactions