Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Dhaval Joshi, Vishal Gajwani. This fund gives you the benefit of diversification.

1. Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has ₹5636 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.1.
   

Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has given a CAGR return of 15.15% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.20%, 14.64% and 17.73% respectively.

Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Health, Tech, Consumer Defensive, Communication, Energy, Real Estate, Utilities, Corporate.

As it is a large & mid-cap mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Large & Mid Cap Fund Direct Plan Rnvstmnt Inc Dist cum Cap Wdrl has no lock in period.