MonitorDirect · Growth
Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic11.6 years
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.
- NAV
- 43.04
- 15 Sept 2026
- 1Y
- +23.7%
- Trailing CAGR
- AUM
- ₹1,288.36 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.6% 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+23.7%
- 3Y+21.0%
- 5Y+15.5%
- 10Y+14.2%
- SI+13.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+32.9%
- 3Y+19.9%
- 5Y+20.2%
- 10Y+16.8%
- Since inception
- +13.7%
- Calendar-day CAGR
- Excess 1Y
- +17.6%
- Category median, same plan and option
- 3Y win rate
- +39%
- Windows beating the median
- 3Y percentile
- 87
- Vs comparable share classes
- Worst rolling 3Y
- -8.1%
- 2120 daily-ending windows
- Median rolling 3Y
- +15.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1632 daily-ending windows
- SIP 3Y XIRR
- +19.9%
- 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
- 15 days
- 125 recovered episodes
- Longest recovery
- 375 days
- Trough to prior peak
- Current spell
- 11 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
8 Jan 2018 – 2 Dec 2020
Trough 23 Mar 2020 · recovered in 254 days
-39.2%
27 Sept 2024 – 17 Apr 2026
Trough 7 Apr 2025 · recovered in 375 days
-22.9%
18 Oct 2021 – 20 Jun 2023
Trough 20 Jun 2022 · recovered in 365 days
-20.3%
6 Aug 2015 – 20 Jul 2016
Trough 29 Feb 2016 · recovered in 142 days
-18.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
87
Vs category
100
Consistency
43
Risk-adjusted
54
Drawdown
2
Mean
57
Portfolio
31 Aug 2026 · 73 holdings · top 10 are 26.9%.
- Top 5
- 15.6%
- Top 10
- 26.9%
- Largest holding
- 3.6%
- Effective holdings
- 55.3
Repo
Unspecified
3.6%
Reliance Industries Ltd
Energy & Utilities
3.3%
Cummins India Ltd
Industrials
3.1%
Sansera Engineering Ltd
Consumer Discretionary
2.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
2.7%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026
DECISION
Status moved from HEALTHY to MONITOR.
7 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
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 Bharat Consumption Fund
ICICI Prudential Mutual Fund
- 1Y
- -6.5%
- 3Y
- +9.0%
- Vol
- 15.4%
- Max DD
- -31.3%
- Sharpe
- 0.60
- 3Y win
- +47%
- 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