…

ReviewDirect · GrowthPrefer peers first

Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Mutual Fund Equity Scheme - Sectoral/ Thematic13.8 years

The scheme aims to provide medium to long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of companies that are participating in the growth and development of infrastructure in India. The scheme may also invest a small portion of its corpus in money market instruments & in ADG/GDR.

NAV: 114.69; 27 Oct 2026
1Y: +7.6%; Trailing CAGR
AUM: ₹1,250.89 Cr; 31 Aug 2026
Volatility: High; 18.5% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 27 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Aditya Birla Sun Life Transportation and Logistics Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.51% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -53.5%. Ask whether you can hold through a similar fall.
Vs category
Pass
66% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Jonas Bhutta · 4.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 32.4% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

Drawdown rehearsal
This scheme’s worst fall on file is about 54%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

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+7.6%
3Y+16.6%
5Y+16.4%
10Y+14.5%
SI+15.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+8.4%
3Y+8.9%
5Y+16.7%
10Y+17.4%

Since inception: +15.2%; Calendar-day CAGR
Excess 1Y: +11.3%; Category median, same plan and option
3Y win rate: +66%; Windows beating the median
3Y percentile: 72; Vs comparable share classes
SIP 3Y XIRR: +8.9%; Simulated monthly SIP
Worst rolling 3Y: -14.9%; 2651 daily-ending windows
Median rolling 3Y: +18.9%; Calendar-day CAGR
Positive rolling 5Y: +96%; 2158 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -53.5%; Worst peak-to-trough
Current: -6.0%; Below last peak
Current spell: 70 days; Days below latest peak
Time below peak: +89%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 18 days; 130 recovered episodes
Longest recovery: 417 days; Trough to prior peak

8 Jan 2018 – 17 Feb 2021
Trough 24 Mar 2020 · recovered in 330 days
-53.5%
4 Jan 2013 – 19 Mar 2014
Trough 28 Aug 2013 · recovered in 203 days
-28.5%
3 Mar 2015 – 8 Aug 2016
Trough 25 Feb 2016 · recovered in 165 days
-24.5%
27 Sept 2024 – 21 Apr 2026
Trough 28 Feb 2025 · recovered in 417 days
-24.4%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
72
Vs category
100
Consistency
62
Risk-adjusted
53
Drawdown
0
Mean
57

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 66% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Portfolio

31 Aug 2026 · 61 holdings · top 10 are 32.4%.

Top 5: 19.5%
Top 10: 32.4%
Largest holding: 5.1%
Effective holdings: 45.9

Larsen & Toubro Ltd
Industrials
5.1%
Bharti Airtel Ltd
Technology
4.6%
Reliance Industries Ltd
Energy & Utilities
3.7%
Ultratech Cement Ltd
Materials
3.1%
NTPC Ltd
Energy & Utilities
3.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

All funds

ReviewDirect · GrowthPrefer peers first

Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Mutual Fund Equity Scheme - Sectoral/ Thematic13.8 years

NAV: 114.69; 27 Oct 2026
1Y: +7.6%; Trailing CAGR
AUM: ₹1,250.89 Cr; 31 Aug 2026
Volatility: High; 18.5% annualized

Nov 2024 – Oct 2026

All funds

ReviewDirect · GrowthPrefer peers first

Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Mutual Fund Equity Scheme - Sectoral/ Thematic13.8 years

NAV: 114.69; 27 Oct 2026
1Y: +7.6%; Trailing CAGR
AUM: ₹1,250.89 Cr; 31 Aug 2026
Volatility: High; 18.5% annualized

NAV path pending

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 27 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Aditya Birla Sun Life Transportation and Logistics Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.51% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -53.5%. Ask whether you can hold through a similar fall.
Vs category
Pass
66% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Jonas Bhutta · 4.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 32.4% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

Drawdown rehearsal
This scheme’s worst fall on file is about 54%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

27 Oct 2026 · +7.6% over 1Y

114.69

Oct 202595.86 – 122.02Oct 2026

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+7.6%
3Y+16.6%
5Y+16.4%
10Y+14.5%
SI+15.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+8.4%
3Y+8.9%
5Y+16.7%
10Y+17.4%

Since inception: +15.2%; Calendar-day CAGR
Excess 1Y: +11.3%; Category median, same plan and option
3Y win rate: +66%; Windows beating the median
3Y percentile: 72; Vs comparable share classes
SIP 3Y XIRR: +8.9%; Simulated monthly SIP
Worst rolling 3Y: -14.9%; 2651 daily-ending windows
Median rolling 3Y: +18.9%; Calendar-day CAGR
Positive rolling 5Y: +96%; 2158 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -53.5%; Worst peak-to-trough
Current: -6.0%; Below last peak
Current spell: 70 days; Days below latest peak
Time below peak: +89%; NAV observations

Drawdown

27 Oct 2026

-6.0%

Jan 2013-53.5% – 0.0%Oct 2026

Average recovery: 18 days; 130 recovered episodes
Longest recovery: 417 days; Trough to prior peak

8 Jan 2018 – 17 Feb 2021
Trough 24 Mar 2020 · recovered in 330 days
-53.5%
4 Jan 2013 – 19 Mar 2014
Trough 28 Aug 2013 · recovered in 203 days
-28.5%
3 Mar 2015 – 8 Aug 2016
Trough 25 Feb 2016 · recovered in 165 days
-24.5%
27 Sept 2024 – 21 Apr 2026
Trough 28 Feb 2025 · recovered in 417 days
-24.4%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
72
Vs category
100
Consistency
62
Risk-adjusted
53
Drawdown
0
Mean
57

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 66% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Portfolio

31 Aug 2026 · 61 holdings · top 10 are 32.4%.

Top 5: 19.5%
Top 10: 32.4%
Largest holding: 5.1%
Effective holdings: 45.9

Larsen & Toubro Ltd
Industrials
5.1%
Bharti Airtel Ltd
Technology
4.6%
Reliance Industries Ltd
Energy & Utilities
3.7%
Ultratech Cement Ltd
Materials
3.1%
NTPC Ltd
Energy & Utilities
3.0%

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 27 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Aditya Birla Sun Life Transportation and Logistics Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.51% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -53.5%. Ask whether you can hold through a similar fall.
Vs category
Pass
66% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Jonas Bhutta · 4.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 32.4% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

Drawdown rehearsal
This scheme’s worst fall on file is about 54%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

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+7.6%
3Y+16.6%
5Y+16.4%
10Y+14.5%
SI+15.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+8.4%
3Y+8.9%
5Y+16.7%
10Y+17.4%

Since inception: +15.2%; Calendar-day CAGR
Excess 1Y: +11.3%; Category median, same plan and option
3Y win rate: +66%; Windows beating the median
3Y percentile: 72; Vs comparable share classes
SIP 3Y XIRR: +8.9%; Simulated monthly SIP
Worst rolling 3Y: -14.9%; 2651 daily-ending windows
Median rolling 3Y: +18.9%; Calendar-day CAGR
Positive rolling 5Y: +96%; 2158 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -53.5%; Worst peak-to-trough
Current: -6.0%; Below last peak
Current spell: 70 days; Days below latest peak
Time below peak: +89%; NAV observations

Drawdown

Path not in current snapshots

n/a

Average recovery: 18 days; 130 recovered episodes
Longest recovery: 417 days; Trough to prior peak

8 Jan 2018 – 17 Feb 2021
Trough 24 Mar 2020 · recovered in 330 days
-53.5%
4 Jan 2013 – 19 Mar 2014
Trough 28 Aug 2013 · recovered in 203 days
-28.5%
3 Mar 2015 – 8 Aug 2016
Trough 25 Feb 2016 · recovered in 165 days
-24.5%
27 Sept 2024 – 21 Apr 2026
Trough 28 Feb 2025 · recovered in 417 days
-24.4%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
72
Vs category
100
Consistency
62
Risk-adjusted
53
Drawdown
0
Mean
57

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 66% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Portfolio

31 Aug 2026 · 61 holdings · top 10 are 32.4%.

Top 5: 19.5%
Top 10: 32.4%
Largest holding: 5.1%
Effective holdings: 45.9

Larsen & Toubro Ltd
Industrials
5.1%
Bharti Airtel Ltd
Technology
4.6%
Reliance Industries Ltd
Energy & Utilities
3.7%
Ultratech Cement Ltd
Materials
3.1%
NTPC Ltd
Energy & Utilities
3.0%

Worth investigating

Same-category peers with enough history to inspect beside this fund - including tradeoffs.

Buying brief

Should you add this fund?

Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.

As of 27 Oct 2026

Stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

In three lines

Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Aditya Birla Sun Life Transportation and Logistics Fund if you want a same-category peer with stronger evidence.

Buy checklist

History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.51% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -53.5%. Ask whether you can hold through a similar fall.
Vs category
Pass
66% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Jonas Bhutta · 4.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 32.4% of the portfolio.

Browse category

Same-category peers are preloaded into compare when available.

Before you buy or SIP

Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.

Drawdown rehearsal
This scheme’s worst fall on file is about 54%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.

NAV

27 Oct 2026 · +7.6% over 1Y

114.69

Oct 202595.86 – 122.02Oct 2026

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+7.6%
3Y+16.6%
5Y+16.4%
10Y+14.5%
SI+15.2%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+8.4%
3Y+8.9%
5Y+16.7%
10Y+17.4%

Since inception: +15.2%; Calendar-day CAGR
Excess 1Y: +11.3%; Category median, same plan and option
3Y win rate: +66%; Windows beating the median
3Y percentile: 72; Vs comparable share classes
SIP 3Y XIRR: +8.9%; Simulated monthly SIP
Worst rolling 3Y: -14.9%; 2651 daily-ending windows
Median rolling 3Y: +18.9%; Calendar-day CAGR
Positive rolling 5Y: +96%; 2158 daily-ending windows

Drawdown

Peak to trough from a running NAV high, with the path and recovery episodes.

Max drawdown: -53.5%; Worst peak-to-trough
Current: -6.0%; Below last peak
Current spell: 70 days; Days below latest peak
Time below peak: +89%; NAV observations

Drawdown

27 Oct 2026

-6.0%

Jan 2013-53.5% – 0.0%Oct 2026

Average recovery: 18 days; 130 recovered episodes
Longest recovery: 417 days; Trough to prior peak

8 Jan 2018 – 17 Feb 2021
Trough 24 Mar 2020 · recovered in 330 days
-53.5%
4 Jan 2013 – 19 Mar 2014
Trough 28 Aug 2013 · recovered in 203 days
-28.5%
3 Mar 2015 – 8 Aug 2016
Trough 25 Feb 2016 · recovered in 165 days
-24.5%
27 Sept 2024 – 21 Apr 2026
Trough 28 Feb 2025 · recovered in 417 days
-24.4%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
72
Vs category
100
Consistency
62
Risk-adjusted
53
Drawdown
0
Mean
57

Decision

Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.

Review

Buying stance

Prefer peers first

The live read flags issues. Inspect same-category alternatives before buying.

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 66% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Portfolio

31 Aug 2026 · 61 holdings · top 10 are 32.4%.

Top 5: 19.5%
Top 10: 32.4%
Largest holding: 5.1%
Effective holdings: 45.9

Larsen & Toubro Ltd
Industrials
5.1%
Bharti Airtel Ltd
Technology
4.6%
Reliance Industries Ltd
Energy & Utilities
3.7%
Ultratech Cement Ltd
Materials
3.1%
NTPC Ltd
Energy & Utilities
3.0%