Aditya Birla Sun Life Large & Mid Cap Fund -Regular - IDCW

Aditya Birla Sun Life Large & Mid Cap Fund -Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on February 24, 1995, and falls under the Large and Mid Cap fund category. It currently manages an AUM of Rs 5,636.43 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.92% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Aditya Birla Sun Life Large & Mid Cap Fund -Regular - IDCW trailing returns over different times are -3.57% (1 year), 7.54% (3 year) and 11.78% (5 year). The average annual return of this fund stands at 1.79%.