Aditya Birla Sun Life Aggressive Hybrid Fund vs Aditya Birla Sun Life Large Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Aggressive Hybrid Fund is an Aggressive Hybrid fund and Aditya Birla Sun Life Large Cap Fund is a Large Cap fund. In the 3 years to 30-10-2026, Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) returned 9.5% a year and Aditya Birla Sun Life Large Cap Fund (Direct) returned 9.8% a year. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Aditya Birla Sun Life Large Cap Fund 1.06% (Direct plans). Their portfolios overlap 53.2%: they hold 41 of the same securities.
Aditya Birla Sun Life Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 9.5%
- Expense ratio
- 1.17%
- NAV
- ₹1,673.78
Aditya Birla Sun Life Large Cap Fund
Large Cap
- 3 year return
- 9.8%
- Expense ratio
- 1.06%
- NAV
- ₹554.53
Which is better, Aditya Birla Sun Life Aggressive Hybrid or Aditya Birla Sun Life Large Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life Large Cap returned more over 5 years: 8.3% a year against 7.3%.
- Aditya Birla Sun Life Large Cap returned more over 3 years: 9.8% a year against 9.5%.
- Aditya Birla Sun Life Large Cap costs less: 1.06% a year against 1.17% (Direct plans).
- Aditya Birla Sun Life Aggressive Hybrid swung less over 3 years: a standard deviation of 10.3% a year against 12.9%.
- Aditya Birla Sun Life Aggressive Hybrid fell less in its worst fall since 02-01-2013: −32.0% against −37.7%.
- Aditya Birla Sun Life Large Cap holds more in large companies: 80.3% of the fund in large caps against 52.3%.
- Aditya Birla Sun Life Large Cap is the larger fund: ₹27,933 Cr against ₹6,831 Cr.
- Their portfolios overlap 53.2%: 41 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Aggressive Hybrid Fund | Aditya Birla Sun Life Large Cap Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Aggressive Hybrid | Large Cap |
| AUM | ₹6,831 Cr (30-09-2026) | ₹27,933 Cr (30-09-2026) |
| NAV | ₹1,673.78 (Direct) | ₹554.53 (Direct) |
| Expense ratio (Direct) | 1.17% | 1.06% |
| Expense ratio (Regular) | 1.90% | 1.69% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty 100 TRI |
| Launch date | 10-02-1995 | 30-08-2002 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Chanchal Khandelwal, Harshil Suvarnkar | Harish Krishnan |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 90 days. |
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −0.51% | −4.27% | −0.10% | −4.78% | +9.52% | +7.26% | +9.55% |
| Aditya Birla Sun Life Large Cap Fund (Direct) | +1.01% | −4.72% | −1.21% | −8.04% | +9.80% | +8.26% | +11.35% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Large Cap average | +0.62% | −4.36% | −1.05% | −6.33% | +10.38% | +8.23% | +11.81% |
Category average: the average of the 29 Aggressive Hybrid funds and the 35 Large Cap funds, same plan type.
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Year-wise Returns
| Year | Aggressive HybridAditya Birla Sun Life Aggressive Hybrid | Large CapAditya Birla Sun Life Large Cap |
|---|---|---|
| 2026to date | −5.13% | −8.70% |
| 2025 | +8.01% | +10.15% |
| 2024 | +16.15% | +16.34% |
| 2023 | +22.23% | +23.90% |
| 2022 | −0.97% | +4.24% |
| 2021 | +25.12% | +28.76% |
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Rolling Returns
Every holding period of both funds, against Nifty 100 TRI, the benchmark of Aditya Birla Sun Life Large Cap Fund
Rolling returns
Every 3-year holding period, 2,668 of them, one for each trading day from 04-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large Cap Fund (Direct)
Nifty 100 TRI
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid | 4.2 | 4.4 | 14.1 | 46.6 | 19.7 | 9.4 | 1.6 | 12.8% | 13.1% | −6.4% | 27.5% | 33% |
| Aditya Birla Sun Life Large Cap | 2.5 | 4.2 | 10.1 | 34.8 | 35.4 | 10.2 | 2.8 | 14.4% | 14.8% | −7.4% | 32.3% | 59% |
| Nifty 100 TRI | 0.9 | 3.7 | 11.1 | 47.2 | 30.7 | 5.1 | 1.3 | 13.6% | 13.8% | −5.0% | 31.4% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 100 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 02-01-2013. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹36,55,947 | ₹19,95,947 | 10.7% |
| Aditya Birla Sun Life Large CapAditya Birla Sun Life Large Cap Fund (Direct) | ₹16,60,000 | ₹40,67,230 | ₹24,07,230 | 12.1% |
Aditya Birla Sun Life Aggressive HybridAditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large CapAditya Birla Sun Life Large Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Aditya Birla Sun Life Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.78% | −8.04% |
| Standard deviation | 10.75% | 13.59% |
| Sharpe ratio | -0.93 | -0.98 |
| Sortino ratio | -1.25 | -1.30 |
| Maximum drawdown | −11.5% (30-03-2026) | −15.6% (31-03-2026) |
| Beta | -- | 0.97 |
| Alpha | -- | +0.20% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Aditya Birla Sun Life Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.52% | +9.80% |
| Standard deviation | 10.27% | 12.95% |
| Sharpe ratio | 0.34 | 0.29 |
| Sortino ratio | 0.47 | 0.40 |
| Maximum drawdown | −13.3% (28-02-2025) | −16.7% (28-02-2025) |
| Beta | -- | 0.94 |
| Alpha | -- | +0.91% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Aditya Birla Sun Life Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.26% | +8.26% |
| Standard deviation | 10.57% | 13.19% |
| Sharpe ratio | 0.14 | 0.19 |
| Sortino ratio | 0.19 | 0.26 |
| Maximum drawdown | −14.3% (20-06-2022) | −16.7% (28-02-2025) |
| Beta | -- | 0.93 |
| Alpha | -- | +1.13% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | Aditya Birla Sun Life Large Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.96% | +13.12% |
| Standard deviation | 11.70% | 15.17% |
| Sharpe ratio | 0.51 | 0.47 |
| Sortino ratio | 0.68 | 0.63 |
| Maximum drawdown | −32.0% (23-03-2020) | −37.7% (23-03-2020) |
| Beta | -- | 0.95 |
| Alpha | -- | +1.48% |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large Cap Fund (Direct)
Nifty 100 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | −32.0% | 16-01-2020 | 23-03-2020 | 11-11-2020 | 8 months | −6.0% |
| Aditya Birla Sun Life Large Cap Fund (Direct) | −37.7% | 17-01-2020 | 23-03-2020 | 09-11-2020 | 8 months | −9.6% |
| Nifty 100 TRI | −37.9% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −10.1% |
From daily values since 02-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large Cap Fund (Direct)
Nifty 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large Cap Fund (Direct)
Nifty 100 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Aggressive Hybrid Fund (Direct)
Aditya Birla Sun Life Large Cap Fund (Direct)
Nifty 100 TRI
Against Nifty 100 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life Aggressive Hybrid Fund (Direct) | 82% | 69% | 5.18% |
| Aditya Birla Sun Life Large Cap Fund (Direct) | 100% | 93% | 2.52% |
From month-end values since 02-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Aggressive Hybrid Fund, September 2026; Aditya Birla Sun Life Large Cap Fund, September 2026
Holdings in common
- Overlap
- 53.2%
- Held by both
- 41
- Only in Aditya Birla Sun Life Aggressive Hybrid
- 110
- Only in Aditya Birla Sun Life Large Cap
- 31
| Security | % of Aditya Birla Sun Life Aggressive Hybrid | % of Aditya Birla Sun Life Large Cap |
|---|---|---|
| ICICI Bank Ltd. | 6.12% | 7.74% |
| HDFC Bank Ltd. | 4.88% | 7.32% |
| Reliance Industries Ltd. | 3.61% | 4.84% |
| Bharti Airtel Ltd. | 2.98% | 3.15% |
| State Bank of India | 2.65% | 3.40% |
| Axis Bank Ltd. | 2.63% | 2.94% |
| Kotak Mahindra Bank Ltd. | 1.97% | 4.11% |
| Infosys Ltd. | 1.74% | 3.20% |
| Larsen & Toubro Ltd. | 1.71% | 3.13% |
| Mahindra & Mahindra Ltd. | 1.67% | 3.06% |
| Eternal Ltd. | 1.64% | 2.81% |
| Hindalco Industries Ltd. | 1.38% | 1.69% |
| United Spirits Ltd. | 1.17% | 1.88% |
| Sona Blw Precision Forgings Ltd. | 1.09% | 1.49% |
| Bajaj Finance Ltd. | 1.93% | 1.07% |
| Sun Pharmaceutical Industries Ltd. | 1.46% | 1.04% |
| Meesho Ltd. | 1.04% | 1.26% |
| Shriram Finance Ltd. | 1.02% | 1.64% |
| Lenskart Solutions Ltd. | 0.90% | 1.40% |
| The Federal Bank Ltd. | 0.99% | 0.85% |
| Persistent Systems Ltd. | 0.85% | 1.37% |
| Jindal Steel Ltd. | 0.83% | 1.32% |
| Godrej Consumer Products Ltd. | 0.82% | 1.16% |
| Tech Mahindra Ltd. | 0.77% | 1.16% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.98% | 0.74% |
| Apollo Hospitals Enterprise Ltd. | 0.72% | 0.88% |
| Adani Energy Solutions Ltd. | 0.66% | 1.55% |
| Titan Company Ltd. | 0.64% | 1.23% |
| Grasim Industries Ltd. | 0.64% | 1.30% |
| Ambuja Cements Ltd. | 0.60% | 0.68% |
| ICICI Lombard General Insurance Company Ltd. | 0.52% | 0.72% |
| Bajaj Finserv Ltd. | 0.51% | 1.24% |
| Bharat Forge Ltd. | 0.51% | 0.60% |
| Ajanta Pharma Ltd. | 0.71% | 0.51% |
| Vedanta Aluminium Metal Ltd. | 0.48% | 1.12% |
| PNB Housing Finance Ltd. | 0.42% | 1.43% |
| SBI Life Insurance Co. Ltd. | 0.41% | 1.68% |
| Trent Ltd. | 0.39% | 1.73% |
| Sanofi Consumer Healthcare India Ltd. | 0.35% | 0.46% |
| Hindustan Aeronautics Ltd. | 0.34% | 0.63% |
| Whirlpool of India Ltd. | 0.27% | 0.50% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 53.2% means 53.2% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034) | 2.09% |
| 7.30% Bharti Telecom Ltd. (01/12/2027) | 1.81% |
| IRB Invit Fund | 1.58% |
| Bharat Electronics Ltd. | 0.97% |
| Gland Pharma Ltd. | 0.93% |
Largest holdings only in Aditya Birla Sun Life Large Cap Fund
| Security | % of fund |
|---|---|
| Bajaj Auto Ltd. | 1.42% |
| HCL Technologies Ltd. | 1.40% |
| Mankind Pharma Ltd. | 1.35% |
| Britannia Industries Ltd. | 1.31% |
| TVS Motor Company Ltd. | 1.19% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Aggressive Hybrid | Aditya Birla Sun Life Large Cap |
|---|---|---|
| Equity | 75.5% | 99.2% |
| Debt | 18.9% | 0.1% |
| Cash and others | 5.6% | 0.6% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Aggressive Hybrid | Aditya Birla Sun Life Large Cap |
|---|---|---|
| Large Cap | 52.3% | 80.3% |
| Mid Cap | 14.8% | 12.7% |
| Small Cap | 8.4% | 5.8% |
| Not on AMFI's list | 0.0% | 0.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Aggressive Hybrid | Aditya Birla Sun Life Large Cap |
|---|---|---|
| Banks | 19.2% | 26.8% |
| Retailing | 5.1% | 7.2% |
| IT - Software | 4.7% | 7.1% |
| Finance | 4.9% | 7.0% |
| Automobiles | 1.7% | 6.7% |
| Petroleum Products | 3.6% | 5.4% |
| Pharmaceuticals & Biotechnology | 5.0% | 3.7% |
| Auto Components | 3.8% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Aggressive Hybrid vs Aditya Birla Sun Life Large Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Aggressive Hybrid Fund | Aditya Birla Sun Life Large Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.17% | 1.06% |
| Base expense ratio (Direct) | 0.92% | 0.82% |
| Total expense ratio (Regular) | 1.90% | 1.69% |
| Base expense ratio (Regular) | 1.55% | 1.36% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Aditya Birla Sun Life Aggressive Hybrid with
- Aditya Birla Sun Life Aggressive Hybrid vs Bank of India Aggressive Hybrid
- Aditya Birla Sun Life Aggressive Hybrid vs Bandhan Aggressive Hybrid
- Aditya Birla Sun Life Aggressive Hybrid vs Quant Aggressive Hybrid
- Aditya Birla Sun Life Aggressive Hybrid vs HSBC Aggressive Hybrid
- Aditya Birla Sun Life Aggressive Hybrid vs Edelweiss Aggressive Hybrid
Compare Aditya Birla Sun Life Large Cap with
Aditya Birla Sun Life Aggressive Hybrid Fund vs Aditya Birla Sun Life Large Cap Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Aggressive Hybrid Fund and Aditya Birla Sun Life Large Cap Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund is an Aggressive Hybrid fund, Aditya Birla Sun Life Large Cap Fund is a Large Cap fund, run by Aditya Birla Sun Life Mutual Fund. Their portfolios overlap 53.2%. Aditya Birla Sun Life Aggressive Hybrid Fund charges 1.17% a year and Aditya Birla Sun Life Large Cap Fund 1.06%.
Which has given higher returns, Aditya Birla Sun Life Aggressive Hybrid Fund or Aditya Birla Sun Life Large Cap Fund?
Over 1 year: Aditya Birla Sun Life Aggressive Hybrid Fund −4.78%, Aditya Birla Sun Life Large Cap Fund −8.04%. Over 3 years: Aditya Birla Sun Life Aggressive Hybrid Fund +9.52% a year, Aditya Birla Sun Life Large Cap Fund +9.80% a year. Over 5 years: Aditya Birla Sun Life Aggressive Hybrid Fund +7.26% a year, Aditya Birla Sun Life Large Cap Fund +8.26% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Aggressive Hybrid Fund or Aditya Birla Sun Life Large Cap Fund?
Aditya Birla Sun Life Large Cap Fund charges less: 1.06% a year against 1.17%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Aggressive Hybrid Fund and Aditya Birla Sun Life Large Cap Fund overlap?
53.2%. They hold 41 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Aggressive Hybrid Fund or Aditya Birla Sun Life Large Cap Fund?
On SEBI's riskometer, Aditya Birla Sun Life Aggressive Hybrid Fund is rated Very High and Aditya Birla Sun Life Large Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 10.27% and 12.95% a year.
Which is better for SIP, Aditya Birla Sun Life Aggressive Hybrid Fund or Aditya Birla Sun Life Large Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,466 in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 7.1% a year) and ₹7,34,611 in Aditya Birla Sun Life Large Cap Fund (XIRR 7.3% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Aggressive Hybrid Fund and Aditya Birla Sun Life Large Cap Fund?
Yes. 53.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life Aggressive Hybrid Fund and Aditya Birla Sun Life Large Cap Fund?
Aditya Birla Sun Life Aggressive Hybrid Fund: Chanchal Khandelwal, Harshil Suvarnkar. Aditya Birla Sun Life Large Cap Fund: Harish Krishnan.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.