Aditya Birla Sun Life Large Cap Fund Growth

• Alpha -1.43%
• Beta 0.99
• Sharpe Ratio0.78
• Std Deviation 11.54%
• Tracking Error 3.26%

The objective of the scheme is 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, NIFTY 100 TRI. The secondary objective is income generation and distribution of IDCW.

The Aditya Birla Sun Life Large Cap Fund Growth has an AUM of 31450.89 crores & has delivered CAGR of 14.28% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.62%. The minimum investment in Aditya Birla Sun Life Large Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Construction Services.

Some of the similar funds are Aditya Birla Sun Life Large Cap Fund (Trigger Facility) - Growth, Aditya Birla Sun Life Large Cap Fund Growth, Canara Robeco Large Cap Fund Regular Plan Growth, Axis Large Cap Fund Growth, UTI Large cap Fund Regular Plan Growth. Aditya Birla Sun Life Large Cap Fund Growth has a sharpe ratio of 0.78 & a standard deviation of 11.54%.