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Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option (defunct)

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)
—
Active return /yr (full)
-9.6%
Score
33
Rank (Score, pool)
#228 of 245
Percentile (full, pool)
50
IR vs benchmark
-2.27
CAGR (absolute)
-0.3%
Max drawdown
-26.6%
Months of data
122
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

20192020202120222023-20-68Cumulative 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

2013201420152016201720182019202020212022202388276465Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023-27-130Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-17.2%-16.4%-3.2124.9%21.6%4.4%12
FY23-3.1%-6.1%-1.3672.5%-1.6%-4.7%12
FY24———————0
FY25———————0
FY26———————0
FY27*———————0
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+2.0-0.7-0.8+0.5
2020+1.5+2.5+2.2-1.0-1.3+0.6-4.7+1.5+0.8-2.9-2.6+0.4-3.4
2021-1.4-0.8-0.2-2.5-2.8-1.0+0.1-4.3-0.4-1.4+1.0-1.5-14.3
2022-0.8-0.9-1.1-0.2+0.2+0.9-1.0-0.8-1.2-0.5-0.2+0.6-4.8
2023-0.6+0.4-1.1-1.3
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.3-0.3+4.0+0.9-2.1-2.7-3.2+5.0+9.2+1.3+5.3+10.3
2014-4.8+3.9+6.7-0.9+11.0+8.6+0.9+4.4+3.4+3.1+6.5+2.2+54.1
2015+8.2+0.7-0.6-2.7+2.1-1.1+4.7-4.7-0.4+1.0+0.6+1.6+9.3
2016-5.5-7.6+10.1+2.5+2.6+2.3+4.6+1.7+0.7+1.6-7.5+0.1+4.3
2017+4.0+3.2+6.5+3.3+0.1+2.5+4.6-1.6+2.7+5.4+1.6+5.0+44.1
2018-1.1-2.9-1.7+6.8-2.9-1.2+3.6+4.4-8.6-5.6+4.9+1.3-4.1
2019-2.2-0.7+6.1-0.7+0.4-2.3-6.9-0.2+5.3+5.8+0.6-0.2+4.3
2020+1.3-3.7-21.4+13.0-3.5+8.8+1.9+5.1+0.5-0.3+9.1+7.8+15.0
2021-3.3+7.0+0.8-2.1+4.2+1.1+1.6+2.2+3.0-1.1-1.8+0.8+12.7
2022-1.3-4.9+3.0-0.9-4.0-4.1+8.6+3.8-4.4+3.6+3.1-2.5-1.0
2023-4.0-2.3-0.8-6.9

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202342380718AUM (quarter avg), ₹cr
-192101
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.