MonitorDirect · Growth
Aditya Birla Sun Life Equity Savings Fund
Aditya Birla Sun Life Mutual FundHybrid Scheme - Equity Savings11.8 years
- NAV
- 25.89
- 15 Sept 2026
- 1Y
- +4.9%
- Trailing CAGR
- AUM
- ₹1,129.84 Cr
- 31 Aug 2026
- Volatility
- Low
- 6.1% 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+4.9%
- 3Y+7.8%
- 5Y+6.4%
- 10Y+8.0%
- SI+8.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.0%
- 3Y+6.7%
- 5Y+7.6%
- 10Y+8.2%
- Since inception
- +8.4%
- Calendar-day CAGR
- Excess 1Y
- +0.9%
- Category median, same plan and option
- 3Y win rate
- +32%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- +0.6%
- 2165 daily-ending windows
- Median rolling 3Y
- +8.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1677 daily-ending windows
- SIP 3Y XIRR
- +6.7%
- 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
- 11 days
- 194 recovered episodes
- Longest recovery
- 326 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +78%
- NAV observations
12 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-17.8%
17 Jan 2022 – 9 May 2023
Trough 17 Jun 2022 · recovered in 326 days
-9.8%
28 Aug 2018 – 27 May 2019
Trough 25 Oct 2018 · recovered in 214 days
-7.8%
4 Oct 2016 – 3 Feb 2017
Trough 26 Dec 2016 · recovered in 39 days
-7.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
39
Vs category
56
Consistency
41
Risk-adjusted
51
Drawdown
56
Mean
48
Portfolio
31 Aug 2026 · 117 holdings · top 10 are 88.8%.
- Top 5
- 72.4%
- Top 10
- 88.8%
- Largest holding
- 50.1%
- Effective holdings
- 3.6
Cash Margin
Unspecified
50.1%
ICICI Bank Ltd
Financial
7.8%
HDFC Bank Ltd
Financial
5.1%
UPL Ltd
Materials
4.7%
Birla Sun Life Cash Plus Direct-Growth
Unspecified
4.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
- 1Y
- +7.5%
- 3Y
- +11.1%
- Vol
- 4.8%
- Max DD
- -9.5%
- Sharpe
- 1.06
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Equity Savings Fund
HDFC Mutual Fund
- 1Y
- +2.9%
- 3Y
- +8.1%
- Vol
- 5.8%
- Max DD
- -17.0%
- Sharpe
- 0.78
- 3Y win
- +86%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
- 1Y
- +4.0%
- 3Y
- +9.9%
- Vol
- 5.7%
- Max DD
- -16.5%
- Sharpe
- 0.78
- 3Y win
- +91%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
quant Equity Savings Fund
quant Mutual Fund
- 1Y
- +9.4%
- 3Y
- n/a
- Vol
- 5.8%
- Max DD
- -5.0%
- Sharpe
- 0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund
- 1Y
- +2.3%
- 3Y
- +9.0%
- Vol
- 5.7%
- Max DD
- -6.2%
- Sharpe
- 0.71
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns