
Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan
+9.79%
5Y annualised
+9.79%
5Y annualised
-0.02% 1D
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Buy, Hold or Sell?
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NAV : 28 Aug 2026
₹1096.89
Min. SIP amount
₹100
Fund size (AUM)
5827 Cr
Expense ratio
1.15%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 28 Aug 2026
₹1096.89
Min. SIP amount
₹100
Fund size (AUM)
5827 Cr
Expense ratio
1.15%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
39.17%
Mid Cap
38.53%
Small Cap
18.50%
Others
3.80%
Sector Allocation
Bank
21.45%
Retailing
10.70%
Automobile & Ancillaries
9.75%
Healthcare
7.64%
Finance
7.41%
It
5.31%
Capital Goods
3.88%
Iron & Steel
3.55%
Others
29.77%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Vishal Gajwani
Present
Similar/Peer Fund Comparison
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FAQs
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