Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
5,653 cr
Active return /yr (full)
—
Score
31
Rank (Score, pool)
#35 of 35
Percentile (full, pool)
—
IR vs benchmark
-1.01
CAGR (absolute)
12.3%
Max drawdown
-31.9%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
-3.3%
—
50
—
—
20.0%
12
FY23
-10.2%
-11.0%
-2.07
2
5.1%
0.3%
-9.9%
12
FY24
-9.1%
-8.5%
-2.09
17
3.2%
45.3%
36.2%
12
FY25
-0.1%
-3.4%
0.08
22
2.6%
7.1%
7.0%
12
FY26
0.1%
0.4%
0.01
50
3.3%
-1.1%
-0.9%
12
FY27*
3.8%
2.1%
2.09
71
3.7%
16.2%
20.0%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
-2.3
-0.3
-2.7
-3.3
-3.3
-0.5
-0.5
-1.3
+0.1
-0.5
-1.6
-0.6
-15.7
2023
-1.0
+2.1
-0.1
-0.9
+0.7
-0.6
-0.4
+1.0
-2.0
-0.5
-0.1
-1.5
-3.3
2024
-1.9
-0.7
+0.1
+0.7
-0.2
+0.1
-0.2
+0.6
+0.0
-0.6
+0.1
+0.3
-1.5
2025
-1.8
-0.1
+1.2
-1.6
+0.9
+0.2
-0.1
+0.7
-0.1
-1.0
-1.4
-0.1
-3.3
2026
+1.3
+1.2
+0.1
-0.3
-0.3
+1.4
+0.3
+2.1
+6.0
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.2
-1.4
+3.7
+0.5
-3.1
-2.2
-2.3
+4.9
+11.2
+0.0
+5.6
+8.6
2014
-4.0
+3.5
+9.7
+0.0
+14.8
+8.8
-3.1
+4.1
+3.5
+4.8
+6.7
+1.3
+61.0
2015
+6.5
+0.0
-0.3
-3.9
+5.9
-1.7
+4.4
-4.4
-0.5
-0.3
-0.7
+1.4
+5.8
2016
-4.7
-9.0
+11.3
+3.8
+2.8
+4.5
+8.4
+3.7
+0.6
+0.6
-7.4
-3.2
+9.7
2017
+8.5
+4.3
+3.2
+4.3
+1.5
+0.3
+7.1
+1.7
-0.9
+4.3
-0.4
+3.4
+43.7
2018
-2.8
-4.5
-2.7
+6.2
-2.8
-2.5
+6.2
+2.3
-10.9
-4.9
+3.8
+0.6
-12.7
2019
-3.0
-0.3
+7.8
+0.2
+2.7
-0.9
-8.7
-0.5
+5.9
+5.5
+2.2
-0.3
+9.9
2020
+3.6
-4.1
-28.6
+14.0
-2.7
+8.8
+5.4
+4.7
+2.6
+2.3
+12.6
+6.8
+19.4
2021
-1.5
+9.2
+0.8
+2.2
+4.3
+3.6
+4.4
+5.5
+3.5
+1.4
-2.6
+3.5
+39.5
2022
-3.2
-5.2
+1.6
-3.6
-7.7
-5.5
+9.9
+3.9
-2.5
+2.7
+1.2
-3.3
-12.2
2023
-4.0
-0.1
-0.1
+3.8
+5.1
+4.4
+3.9
+2.0
+0.6
-3.7
+7.8
+6.2
+28.0
2024
+0.8
+0.3
+0.8
+5.0
+1.3
+7.3
+4.3
+1.4
+2.1
-7.2
+0.2
-0.3
+16.5
2025
-5.7
-8.6
+8.5
+2.0
+5.1
+4.0
-2.8
-1.4
+1.2
+3.5
+0.1
-0.5
+4.3
2026
-1.9
+2.1
-11.2
+10.7
+0.5
+2.7
+2.4
+2.6
+6.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard