Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan
Large Cap
— 3Y
quant Mutual Fund
Large Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 100 TRI
quant Large Cap Fund - Growth Option - Direct Plan is an open-ended large cap scheme managed by quant 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 | +7.7% | +6.0% | +1.7% |
| 3 Years | +18.1% | +16.5% | +1.6% |
| Since inception | +18.1% | +15.5% | +2.6% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
15.9%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.07
Category avg beta 0.92.
Sharpe (risk-adjusted)
0.61
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-23.7%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-0.8%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Hindustan Unilever Ltd. | Consumer Staples | 14.5% |
| Mahindra & Mahindra Ltd. | Automobiles | 7.7% |
| UltraTech Cement Ltd. | Materials | 11.7% |
| HDFC Bank Ltd. | Financial Services | 13.9% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 9% |
| Infosys Ltd. | Information Technology | 6.6% |
| Tata Consultancy Services Ltd. | Information Technology | 8.3% |
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 2019
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.
Aditya Birla Sun Life Mutual Fund
Large Cap
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor V
2026-08-15
Good ELSS context without pushing products.
Investor W
2026-05-15
Wish rolling returns were longer — still better than PDF brochures.
Investor X
2026-06-15
Compare tray makes advisor conversations faster.
quant Large Cap Fund - Growth Option - Direct Plan
Research-only · No transactions