ReviewDirect · Growth
Aditya Birla Sun Life Consumption Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
The scheme aims to invest in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next).
- NAV
- 231.41
- 15 Sept 2026
- 1Y
- -7.7%
- Trailing CAGR
- AUM
- ₹6,085.41 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-7.7%
- 3Y+8.2%
- 5Y+9.5%
- 10Y+13.4%
- SI+15.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.2%
- 3Y+2.3%
- 5Y+8.2%
- 10Y+13.1%
- Since inception
- +15.6%
- Calendar-day CAGR
- Excess 1Y
- -13.8%
- Category median, same plan and option
- 3Y win rate
- +71%
- Windows beating the median
- 3Y percentile
- 13
- Vs comparable share classes
- Worst rolling 3Y
- -1.1%
- 2636 daily-ending windows
- Median rolling 3Y
- +17.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +2.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 175 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
- Current spell
- 715 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
12 Feb 2020 – 12 Nov 2020
Trough 23 Mar 2020 · recovered in 234 days
-34.5%
26 Sept 2024 – open
Trough 30 Mar 2026 · not recovered
-20.8%
15 Nov 2021 – 18 Aug 2022
Trough 7 Mar 2022 · recovered in 164 days
-17.1%
16 May 2013 – 31 Oct 2013
Trough 28 Aug 2013 · recovered in 64 days
-16.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
13
Vs category
0
Consistency
68
Risk-adjusted
61
Drawdown
14
Mean
31
Portfolio
31 Aug 2026 · 68 holdings · top 10 are 39.3%.
- Top 5
- 24.4%
- Top 10
- 39.3%
- Largest holding
- 7.0%
- Effective holdings
- 39.2
Zomato Ltd
Technology
7.0%
Bharti Airtel Ltd
Technology
5.1%
Mahindra & Mahindra Ltd
Consumer Discretionary
4.6%
TVS Motor Company Ltd
Consumer Discretionary
3.8%
ICICI Bank Ltd
Financial
3.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- The fund beat the category median in 71% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility