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Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan

Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
5,915 cr
TER direct / regular
0.94% / 1.94%
CAGR (full)
14.0%
Sharpe (full)
0.57
Sharpe (bull ≤Sep-24)
3.31
Sharpe (sideways Oct-24→)
-0.52
Max drawdown
-26.4%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202020212022202320242025202684459834Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

20132014201520162017201820192020202120222023202420252026-26-130Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2221.3%0.2%1.2312
FY233.7%0.4%-0.1012
FY2436.3%-10.0%2.6512
FY259.0%1.9%0.2312
FY26-5.7%-4.5%-0.7112
FY27*15.2%-3.1%1.975
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.1-1.0+7.8+3.9-4.3-1.7-7.6+8.0+8.2-1.3+1.8+6.3
2014-4.1+1.8+7.4+0.1+7.3+7.5+2.0+3.8+3.9+5.6+4.8+3.3+52.3
2015+6.9-0.4-0.0-4.0+6.3-0.8+3.8-4.2-0.7+0.5-1.0+2.4+8.5
2016-6.3-6.5+8.9+4.1+3.7+3.8+6.8+3.7+0.9+0.9-8.0-2.1+8.6
2017+6.6+4.0+5.4+3.1+0.9+1.1+5.2+0.6-1.1+3.9+1.7+3.8+41.1
2018-0.6-2.8-2.0+5.7-1.5-0.6+4.7+2.6-11.1-0.6+5.7+1.3-0.4
2019-2.1-1.5+7.1-0.4+2.4-0.3-4.3+2.0+6.6+4.0+1.3+0.7+15.9
2020+2.0-3.6-23.7+11.6-1.3+6.6+3.3+4.4-1.1+2.2+12.9+7.2+16.0
2021-1.2+5.8+1.1-0.0+6.4+2.9+3.2+7.0+3.2+1.4-1.7-0.2+31.2
2022-0.4-4.5+2.6+0.4-2.3-3.8+10.9+4.6-0.1+2.6+0.4-3.3+6.3
2023-2.9-1.8-0.2+4.3+5.6+4.5+3.6-0.7+2.0-2.0+6.9+5.1+26.6
2024-0.7+1.3+1.8+4.1+0.0+8.2+5.6+3.2+4.3-8.5-0.2-0.8+18.8
2025-4.4-7.0+5.8+5.4+1.4+3.6-1.0+0.9-0.2+2.1-0.0-0.5+5.4
2026-5.8+0.7-11.3+9.5-2.2+3.0+3.7+0.7-3.0

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202220232024202520261283,3196,509AUM (quarter avg), ₹cr
-839642
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.