Equity | Large & Mid Cap Fund
NAV ₹28.81 as on 20 Jun 2025
RiskVery High
Fund Size₹1,581.02Cr
NAV | ₹28.81 as on 20 Jun 2025 |
---|---|
Risk | Very High |
Fund Size | ₹1,581.02Cr |
Lock-in
No Lock-in
Min One Time Amount
₹5,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
If Units are redeemed upto 10% of the units, on or before 365 days from the date of allotment of Units: Nil 1.00% - If redeemed on or before 365 days from the date of allotment of units. Nil - If redeemed above 365 days from the date of allotment of units.
Age
4 years 9 months (Since Sep 04, 2020)
Return since Launch
24.44%
Expense ratio
0.84%
Type
OPEN
AUM (Fund Size)
₹1,581.02
Risk Grade
Very High
Benchmark
BSE 250 Large MidCap Index TRI
Name:
Sanjay Chawla
Experience:
Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities
20.88%
9.75%
7.40%
6.95%
5.99%
5.56%
4.88%
HDFC Bank Ltd
6.77%ICICI Bank Ltd
5.49%Kotak Mahindra Bank Ltd
3.28%Federal Bank Ltd
3.13%Bank of Baroda
2.21%Your investment will be at Very High Risk
Rank (total assets) | #22 in India |
---|---|
Total AUM | ₹45,540.83Cr |
Date of Incorporation | 05 Nov 1992 |
---|
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 3.29% | 7.85% | - | 5.62% |
Category average | 3.48% | 7.47% | 4.58% | - |
Rank within category | 0 | 0 | 0 | - |
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