MonitorDirect · Growth
Aditya Birla Sun Life International Equity Fund Plan B
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic13.7 years
- NAV
- 56.7699
- 15 Sept 2026
- 1Y
- +16.9%
- Trailing CAGR
- AUM
- ₹326.77 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.5% 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+16.9%
- 3Y+20.7%
- 5Y+12.3%
- 10Y+13.7%
- SI+12.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.3%
- 3Y+22.2%
- 5Y+17.7%
- 10Y+14.3%
- Since inception
- +12.1%
- Calendar-day CAGR
- Excess 1Y
- +10.8%
- Category median, same plan and option
- 3Y win rate
- +29%
- Windows beating the median
- 3Y percentile
- 87
- Vs comparable share classes
- Worst rolling 3Y
- -0.8%
- 2637 daily-ending windows
- Median rolling 3Y
- +10.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2144 daily-ending windows
- SIP 3Y XIRR
- +22.2%
- 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
- 182 recovered episodes
- Longest recovery
- 456 days
- Trough to prior peak
- Current spell
- 29 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
20 Feb 2020 – 9 Jun 2020
Trough 24 Mar 2020 · recovered in 77 days
-27.5%
4 Oct 2018 – 9 Sept 2019
Trough 26 Dec 2018 · recovered in 257 days
-18.6%
26 May 2015 – 27 Sept 2017
Trough 28 Jun 2016 · recovered in 456 days
-16.9%
15 Nov 2021 – 27 Jan 2023
Trough 3 Oct 2022 · recovered in 116 days
-16.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
87
Vs category
100
Consistency
35
Risk-adjusted
51
Drawdown
31
Mean
61
Portfolio
31 Aug 2026 · 74 holdings · top 10 are 29.3%.
- Top 5
- 17.9%
- Top 10
- 29.3%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
97.4%
Cash
2.6%
Sectors
Technology
36.3%
Financial
14.2%
Industrials
13.4%
Consumer Discretionary
9.8%
Healthcare
9.5%
What changed
RENAME
Aditya Birla Sun Life International Equity Fund renamed to Aditya Birla Sun Life International Equity Fund Plan B
28 Jul 2023
RENAME
Aditya Birla Sun Life International Equity Fund Plan B renamed to Aditya Birla Sun Life International Equity Fund
11 Sept 2026
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund to Aditya Birla Sun Life International Equity Fund Plan B.
28 Jul 2023
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund Plan B to Aditya Birla Sun Life International Equity Fund.
11 Sept 2026
RENAME
Aditya Birla Sun Life International Equity Fund renamed to Aditya Birla Sun Life International Equity Fund Plan B
28 Jul 2023
RENAME
Aditya Birla Sun Life International Equity Fund Plan B renamed to Aditya Birla Sun Life International Equity Fund
11 Sept 2026
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund to Aditya Birla Sun Life International Equity Fund Plan B.
28 Jul 2023
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund Plan B to Aditya Birla Sun Life International Equity Fund.
11 Sept 2026
RENAME
Aditya Birla Sun Life International Equity Fund renamed to Aditya Birla Sun Life International Equity Fund Plan B
28 Jul 2023
RENAME
Aditya Birla Sun Life International Equity Fund Plan B renamed to Aditya Birla Sun Life International Equity Fund
11 Sept 2026
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund to Aditya Birla Sun Life International Equity Fund Plan B.
28 Jul 2023
RENAME
Scheme renamed from Aditya Birla Sun Life International Equity Fund Plan B to Aditya Birla Sun Life International Equity Fund.
11 Sept 2026
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
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
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
Caveat: Lower 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
Caveat: Lower trailing returns
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
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
Caveat: Lower trailing returns