Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan
Aditya Birla Sun Life Mutual Fund · Hybrid · mandate: 10–25% equity, rest debt · benchmark: —
AUM (all plans)
1,403 cr
CAGR (full)
9.1%
Sharpe (full)
0.78
Sharpe (bull ≤Sep-24)
3.20
Sharpe (sideways Oct-24→)
0.07
Max drawdown
-11.0%
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
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
12.2%
3.7%
2.60
12
FY23
3.5%
-0.6%
-0.52
12
FY24
12.7%
-0.8%
2.24
12
FY25
10.5%
1.0%
1.11
12
FY26
5.0%
2.3%
-0.24
12
FY27*
5.5%
0.6%
2.26
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 returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-2.2
-0.2
+2.0
+2.2
-1.1
-1.7
-1.5
+2.9
+3.8
+0.5
+1.7
+6.5
2014
-0.4
+0.9
+3.3
+0.9
+4.2
+3.1
+0.3
+1.9
+2.6
+3.2
+3.3
+2.1
+28.6
2015
+2.7
+0.2
+0.5
-1.2
+2.1
-0.9
+2.4
-0.7
+0.9
-0.0
-0.4
+0.7
+6.3
2016
-1.9
-3.0
+5.5
+2.4
+1.3
+3.1
+5.1
+2.1
+1.3
+0.8
+0.1
-2.9
+14.4
2017
+4.1
+0.3
+2.5
+1.6
+1.0
+1.3
+2.8
+0.8
-0.4
+1.3
-0.3
+0.8
+17.0
2018
-1.0
-1.4
+0.5
+1.2
-0.6
-0.5
+2.2
+0.6
-4.2
-0.7
+1.9
+1.0
-1.1
2019
-0.8
+0.1
+2.5
+0.3
+1.7
+0.0
-1.1
+0.1
+1.4
+1.2
+0.8
+0.0
+6.5
2020
-0.9
-1.1
-9.2
+1.1
+1.8
+3.3
+3.2
+1.4
+0.8
+1.7
+5.7
+2.6
+10.1
2021
+1.5
+2.1
+1.1
+0.5
+1.7
+1.1
+1.3
+1.8
+1.4
+0.4
+0.1
+0.4
+14.3
2022
+0.2
+1.6
+1.0
-0.6
-1.5
-1.0
+3.5
+1.2
-0.4
+1.3
+1.3
-0.4
+6.4
2023
-0.0
-0.2
+0.4
+1.6
+1.6
+1.3
+1.3
+0.3
+0.5
-0.6
+1.9
+2.1
+10.7
2024
+0.3
+0.7
+1.0
+1.1
+1.2
+1.9
+1.6
+0.9
+1.7
-0.4
+0.6
+0.2
+11.5
2025
-0.9
-0.5
+2.5
+1.7
+1.4
+1.1
+0.3
-0.4
+0.9
+1.6
+0.5
-0.3
+8.1
2026
+0.0
+1.0
-2.7
+2.3
+0.4
+1.8
+0.8
+0.2
+3.7
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