aditya-birla-sl-frontline-equity-fund-direct-g

Aditya Birla SL Large Cap Fund - Direct (G)

  1. Equity
  2. Large Cap
  • NAV as on Jul 04, 2025 ₹591.23
  • Total Returns 15.24% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
aditya-birla-sl-frontline-equity-fund-direct-g

Overview of Aditya Birla SL Large Cap Fund - Direct (G)

  • Fund House
    Aditya Birla SL Large Cap Fund
  • Fund Size
    ₹29,859 Cr
  • Expense Ratio
    0.96%
  • Benchmark
    Nifty 100 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Aditya Birla SL Large Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Aditya Birla SL Large Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.49%
  • 12.25%
  • 5.63%
  • 6.32%
  • 20.8%
  • 22.35%

Category Average

  • 3.47%
  • 9.22%
  • 3.3%
  • 3.24%
  • 19.98%
  • 20.45%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    25.69%
  • IT-Software
    8.66%
  • Automobiles
    6.55%
  • Petroleum Products
    5.62%
  • Pharmaceuticals & Biotech
    5.33%
  • Construction
    4.99%

More about Aditya Birla SL Large Cap Fund - Direct (G)

Aditya Birla SL Large Cap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by Aditya Birla Sun Life Mutual Fund. It was launched on 05 Sep 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹29,859 Crores. The expense ratio is 0.96%.

This fund generated returns of 6.32% in the last 1 year. Since its inception, it has provided an average annual return of 15.24%.

The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Automobiles, Petroleum Products and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Infosys, Reliance Industr and Larsen & Toubro.

Fund Managers

  • Dhaval Joshi
  • Mahesh Patil

Investment Objective

An open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, BSE 200.

aditya-birla-sl-frontline-equity-fund-direct-g

Frequently Asked Questions about Aditya Birla SL Large Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Large cap funds are low to moderate risk as they invest in stable, well-established companies.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re seeking stable growth and less volatility compared to mid or small-cap funds.

  3. How long should I stay invested in {{fund_type}} ?

    Three to five years is recommended to benefit from steady growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, they are open-ended, so you can redeem them whenever needed.

  5. What are the expenses involved in {{fund_type}} ?

    These funds typically have lower expenses, often around 0.5% to 1%, due to lower volatility and stable returns.

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