Aditya Birla Sun Life Flexi Cap Fund
Direct · Growth ₹2060.97
05 Jun 2026
NAV
16.7%
3Y CAGR
15.9%
5Y CAGR
16.3%
10Y CAGR
16.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.62
Sharpe
-38.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.88 L | 20.7% | -57.3% | 113.8% |
| 3 Years | ₹36.00 L | ₹46.23 L | 16.3% | -22.1% | 35.2% |
| 5 Years | ₹60.00 L | ₹88.32 L | 15.4% | -7.6% | 26.4% |
| 7 Years | ₹84.00 L | ₹1.44 Cr | 15.2% | 1.0% | 21.7% |
| 10 Years | ₹1.20 Cr | ₹2.71 Cr | 15.7% | 13.1% | 18.8% |
| 12 Years | ₹1.44 Cr | ₹3.97 Cr | 15.9% | 13.3% | 17.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.7% | 14.6% | 16.1% | +6.1% |
| 3 Years | 16.3% | 11.2% | 15.5% | +5.1% |
| 5 Years | 15.4% | 10.5% | 16.0% | +4.9% |
| 7 Years | 15.2% | 10.6% | 15.6% | +4.6% |
| 10 Years | 15.7% | 11.5% | 16.2% | +4.2% |
| 12 Years | 15.9% | 11.4% | 15.5% | +4.5% |