Aditya Birla SL Large & Mid Cap Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Large & Mid Cap Fund (IDCW) (203) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Large & Mid Cap Fund (IDCW)
Aditya Birla Sun Life AMC Ltd
to achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Large & Mid Cap Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 4.14% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 5.02% |
| J K Cements Ltd | Cement | 3.41% |
| State Bank of India | Banks | 2.86% |
| HDFC Bank Ltd | Banks | 2.85% |
| Infosys Ltd | IT - Software | 2.61% |
| C C I | Debt Others | 2.54% |
| AU Small Finance Bank Ltd | Banks | 2.49% |
| Reliance Industries Ltd | Refineries | 2.39% |
| Max Financial Services Ltd | Miscellaneous | 2.29% |
| APL Apollo Tubes Ltd | Capital Goods-Non Electrical Equipment | 2.14% |
Sector Breakdown
Compare against Large & Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
Aditya Birla SL Large & Mid Cap Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1618.38 | 16.72% | 0.82% | 20.98% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1503.04 | 16.37% | 0.25% | 20.35% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1160.06 | 15.33% | 1.24% | 22.12% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1036.12 | 14.82% | 0.36% | 21.05% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1022.25 | 17.65% | -3.72% | 14.37% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹917.38 | 17.18% | -4.48% | 13.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹694.29 | 13.77% | -4.00% | 20.49% |
| SBI Large & Midcap Fund - Direct (G) | ₹680.32 | 15.58% | 2.17% | 18.27% |
| SBI Large & Midcap Fund (G) | ₹625.83 | 15.09% | 1.29% | 17.24% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹619.93 | 13.18% | -4.98% | 19.31% |
Category Average Returns
Vishal Gajwani
A seasoned investment professional with over 31 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.