Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
14,285 cr
TER direct / regular
1.07% / 1.78%
Active return /yr (full)
-3.3%
Score
31
Rank (Score, pool)
#230 of 245
Percentile (full, pool)
4
IR vs benchmark
-0.92
CAGR (absolute)
10.1%
Max drawdown
-24.7%
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).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-16.7%
-15.9%
-3.24
2
4.7%
21.6%
4.9%
12
FY23
-1.9%
-4.9%
-0.88
10
2.5%
-1.6%
-3.6%
12
FY24
-6.3%
-7.7%
-1.86
10
2.6%
40.1%
33.7%
12
FY25
2.1%
-0.5%
0.75
49
2.5%
5.9%
8.0%
12
FY26
3.2%
2.4%
1.17
81
2.6%
-3.1%
0.0%
12
FY27*
0.2%
-1.6%
0.37
43
1.1%
15.1%
15.3%
5
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 active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+2.0
-0.6
-0.8
+0.6
2020
+1.5
+2.6
+2.9
-1.0
-1.1
+0.5
-4.8
+1.7
+0.8
-2.7
-2.6
+0.2
-2.5
2021
-1.3
-0.9
-0.1
-2.3
-2.7
-0.9
+0.2
-4.1
-0.4
-1.2
+1.0
-1.5
-13.5
2022
-1.0
-0.9
-1.3
+0.3
+0.3
+1.1
-1.1
-0.5
-0.7
-0.9
-0.5
+0.6
-4.5
2023
-0.5
+0.6
-0.9
-1.6
-0.1
+0.7
-0.4
+0.3
-0.2
-1.0
-0.8
-1.7
-5.5
2024
-0.2
+0.1
+0.1
+0.5
+1.1
+0.3
-0.0
+0.0
+0.4
-0.1
-0.6
-0.3
+1.5
2025
-0.7
+1.7
-0.6
-0.1
+1.0
+0.4
+1.1
+0.9
-0.8
-0.1
-0.1
-0.6
+2.2
2026
+1.4
-0.7
+0.7
-0.3
-0.2
+0.5
+0.0
+0.2
+1.5
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-6.2
-0.5
+4.2
+0.9
-2.1
-2.6
-3.2
+5.1
+9.3
+1.3
+5.3
+10.9
2014
-4.8
+3.9
+6.9
-0.9
+11.2
+8.7
+1.0
+4.5
+3.5
+3.2
+6.6
+2.3
+55.6
2015
+8.2
+0.9
-0.5
-2.7
+2.2
-1.1
+4.8
-4.7
-0.4
+1.1
+0.6
+1.7
+9.9
2016
-5.7
-7.8
+10.4
+2.5
+2.7
+2.3
+4.8
+1.7
+0.7
+1.6
-7.6
+0.1
+4.3
2017
+4.1
+3.3
+6.5
+3.3
+0.1
+2.6
+4.6
-1.6
+2.7
+5.5
+1.7
+5.1
+44.7
2018
-1.1
-2.9
-1.6
+6.5
-2.8
-1.1
+3.6
+4.3
-8.2
-5.4
+4.9
+1.3
-3.5
2019
-2.1
-0.7
+6.1
-0.6
+0.5
-2.2
-6.6
-0.1
+5.2
+5.8
+0.7
-0.2
+5.4
2020
+1.3
-3.6
-20.7
+13.0
-3.4
+8.8
+1.8
+5.2
+0.5
-0.1
+9.1
+7.6
+16.3
2021
-3.2
+6.9
+0.9
-1.9
+4.3
+1.1
+1.7
+2.4
+3.0
-0.9
-1.8
+0.9
+13.6
2022
-1.5
-4.9
+2.8
-0.4
-4.0
-3.9
+8.6
+4.1
-4.0
+3.2
+2.9
-2.6
-0.6
2023
-3.8
-2.1
-0.6
+2.9
+3.6
+5.0
+3.5
-0.3
+2.0
-3.8
+6.3
+6.3
+19.9
2024
+1.7
+1.7
+0.9
+4.0
+1.8
+7.3
+4.3
+1.0
+2.5
-6.4
-0.5
-1.6
+17.2
2025
-4.2
-6.0
+6.7
+3.2
+4.7
+4.2
-1.7
-0.9
+0.4
+4.2
+0.9
-0.9
+10.1
2026
-1.9
-0.3
-10.7
+10.2
-0.2
+2.2
+2.2
+0.5
+0.7
Quarterly average AUM & estimated net flows
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