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Aditya Birla Sun Life Focused Fund - Growth - Direct Plan

Aditya Birla Sun Life Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
7,731 cr
TER direct / regular
1.02% / 1.91%
Active return /yr (full)
1.0%
Score
46
Rank (Score, pool)
#189 of 245
Percentile (full, pool)
40
IR vs benchmark
0.24
CAGR (absolute)
14.4%
Max drawdown
-27.6%
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

20192020202120222023202420252026-5-13Cumulative active return vs benchmark, %
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

2013201420152016201720182019202020212022202320242025202688371654Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-0.9%-0.2%-0.27312.5%21.6%20.7%12
FY230.0%-2.9%-0.04253.9%-1.6%-1.6%12
FY24-1.8%-3.2%-0.56312.5%40.1%38.3%12
FY254.0%1.4%1.06693.3%5.9%9.9%12
FY262.9%2.2%0.80743.6%-3.1%-0.2%12
FY27*0.2%-1.6%0.04414.5%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 (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.1+0.6+0.4+0.9
2020+1.1+0.9-0.0-0.1+0.1-1.3+0.6-1.3-1.5+1.2-1.1+1.2-0.3
2021-0.0-2.6-0.3-0.2-0.5+0.4-0.2+1.6-1.0+0.7-0.6+0.2-2.3
2022-0.1-0.4-0.8-1.7+2.2+0.2-1.2-1.0-0.0+0.6+0.2-0.5-2.5
2023+1.2+0.9-1.1-1.0+0.2-0.3-0.3+0.0-0.1+0.1-0.9-0.8-2.1
2024+0.4+1.7-0.4-0.4-1.2+0.9+0.5+0.7+1.1+0.6-0.2+0.0+3.7
2025+0.6+2.2-1.2+0.3-1.0+0.1-0.8+0.6-0.6+1.4+1.2+0.5+3.1
2026+1.8-1.5+0.9-1.9-0.0+0.2+1.8+0.0+1.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.6-0.7+4.6-0.2-2.5-1.7-2.4+5.8+10.5-0.8+3.4+8.6
2014-3.7+3.8+8.0+0.8+12.8+6.8-0.2+3.4+1.4+5.1+5.3-1.1+50.2
2015+5.4+0.0-2.8-2.6+2.9-0.8+4.6-6.0+0.5+1.4-1.1-0.0+0.8
2016-4.5-7.6+10.2+2.5+3.5+3.1+5.0+2.7-1.1+1.5-5.2-1.0+7.9
2017+5.9+4.0+3.5+2.3+1.0+0.6+5.8+0.1-1.2+4.5-0.8+3.2+32.6
2018+1.5-4.9-3.2+5.3-1.6-1.0+5.0+3.1-7.8-1.6+1.8+1.2-3.0
2019-2.6+0.1+8.1+0.8+2.6-0.8-5.2-1.5+4.1+3.7+1.9+1.0+12.2
2020+0.9-5.3-23.6+13.9-2.2+6.9+7.3+2.3-1.7+3.8+10.7+8.6+17.1
2021-1.9+5.2+0.8+0.2+6.5+2.4+1.3+8.1+2.5+1.0-3.4+2.6+27.8
2022-0.7-4.4+3.3-2.4-2.1-4.8+8.5+3.6-3.3+4.7+3.6-3.6+1.4
2023-2.2-1.9-0.8+3.5+4.0+4.0+3.6-0.6+2.1-2.7+6.2+7.2+24.1
2024+2.3+3.3+0.4+3.1-0.5+7.9+4.8+1.7+3.2-5.7-0.2-1.3+19.8
2025-2.9-5.6+6.1+3.6+2.6+3.9-3.6-1.3+0.6+5.7+2.2+0.2+11.2
2026-1.5-1.0-10.5+8.6-0.0+1.8+4.0+0.3+0.6

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202220232024202520263044,1888,071AUM (quarter avg), ₹cr
-1,4311,010
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.