MonitorDirect · Growth
Aditya Birla Sun Life Focused Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Focused Fund13.7 years
The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
- NAV
- 161.0305
- 15 Sept 2026
- 1Y
- +1.0%
- Trailing CAGR
- Upside capture
- +94%
- Vs NIFTY 500 TRI
- Downside capture
- +91%
- Lower is better
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+1.0%
- 3Y+11.2%
- 5Y+10.0%
- 10Y+12.6%
- SI+14.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.7%
- 3Y+5.5%
- 5Y+10.3%
- 10Y+12.9%
- Since inception
- +14.1%
- Calendar-day CAGR
- Excess 1Y
- -2.6%
- Category median, same plan and option
- 3Y win rate
- +33%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- -5.7%
- 2637 daily-ending windows
- Median rolling 3Y
- +15.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- +3.3%
- Fund minus TRI
- 3Y excess
- +1.8%
- Fund minus TRI
- Upside capture
- +94%
- Benchmark-up months
- Downside capture
- +91%
- Lower is better
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
- 15 days
- 165 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
- Current spell
- 40 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
12 Feb 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-36.7%
6 Aug 2015 – 1 Jul 2016
Trough 25 Feb 2016 · recovered in 127 days
-17.9%
14 Jan 2022 – 30 Nov 2022
Trough 17 Jun 2022 · recovered in 166 days
-17.2%
26 Sept 2024 – 27 Oct 2025
Trough 7 Apr 2025 · recovered in 203 days
-16.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
34
Consistency
39
Risk-adjusted
55
Drawdown
8
Mean
35
Portfolio
31 Aug 2026 · 33 holdings · top 10 are 43.9%.
- Top 5
- 24.4%
- Top 10
- 43.9%
- Largest holding
- 5.9%
- Effective holdings
- 28.2
ICICI Bank Ltd
Financial
5.9%
Reliance Industries Ltd
Energy & Utilities
5.3%
Repo
Unspecified
4.7%
Shriram Transport Finance Company Ltd
Financial
4.3%
Coforge Ltd
Technology
4.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
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Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
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 Focused Fund
Edelweiss Mutual Fund
- 1Y
- -1.3%
- 3Y
- +11.4%
- Vol
- 13.8%
- Max DD
- -17.1%
- Sharpe
- 0.65
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ITI Focused Fund
ITI Mutual Fund
- 1Y
- +12.0%
- 3Y
- +18.1%
- Vol
- 15.6%
- Max DD
- -18.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI FOCUSED FUND
SBI Mutual Fund
- 1Y
- +12.8%
- 3Y
- +15.4%
- Vol
- 13.6%
- Max DD
- -32.7%
- Sharpe
- 0.77
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Focused Fund
Kotak Mahindra Mutual Fund
- 1Y
- +3.9%
- 3Y
- +13.3%
- Vol
- 16.8%
- Max DD
- -36.3%
- Sharpe
- 0.69
- 3Y win
- +63%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Old Bridge Focused Fund
Old Bridge Mutual Fund
- 1Y
- +14.1%
- 3Y
- n/a
- Vol
- 16.2%
- Max DD
- -18.9%
- Sharpe
- 0.49
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility