Aditya Birla Sun Life Manufacturing Equity Fund
Direct · Growth ₹40.98
19 Jun 2026
NAV
13.6%
3Y CAGR
13.4%
5Y CAGR
13.6%
10Y CAGR
13.4%
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.
6.78
Sharpe
-39.2%
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 | ₹12.70 L | 15.9% | -47.9% | 70.8% |
| 3 Years | ₹36.00 L | ₹44.81 L | 14.2% | -21.5% | 36.8% |
| 5 Years | ₹60.00 L | ₹87.13 L | 14.6% | -8.8% | 28.7% |
| 7 Years | ₹84.00 L | ₹1.47 Cr | 15.2% | 8.0% | 22.7% |
| 10 Years | ₹1.20 Cr | ₹2.61 Cr | 14.9% | 12.5% | 16.8% |
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 | 15.9% | 14.5% | 13.6% | +1.4% |
| 3 Years | 14.2% | 11.2% | 17.4% | +3.0% |
| 5 Years | 14.6% | 10.5% | 17.1% | +4.1% |
| 7 Years | 15.2% | 10.6% | 16.6% | +4.6% |
| 10 Years | 14.9% | 11.5% | 16.9% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.0% | 12.7% | -26.7% | 82.2% | 0.43 | 1.14 | 73% | — | — |
| 3 Years | 13.6% | 15.1% | -8.1% | 26.6% | 1.03 | 2.90 | 95% | — | — |
| 5 Years | 13.4% | 13.3% | -0.6% | 26.9% | 1.21 | 8.64 | 100% | — | — |
| 10 Years | 13.6% | 13.8% | 11.0% | 15.8% | 6.78 | — | 100% | — | — |
-39.2%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-7.6%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
0.35
3Y
0.34
5Y
0.33
7Y
0.35
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +23.59 | 0.98 | 109.4% | 81.0% | 20.6% | -3.1% |
| 3 Years | +13.27 | 0.99 | 106.3% | 90.1% | 21.9% | 8.6% |
| 5 Years | +6.53 | 0.91 | 93.5% | 85.0% | 15.1% | 8.8% |
| 7 Years | +7.89 | 0.80 | 86.1% | 77.5% | 17.9% | 10.8% |
| 10 Years | +4.63 | 0.82 | 87.8% | 81.9% | 15.1% | 11.3% |
| 12 Years | +4.05 | 0.83 | 87.4% | 81.6% | 12.5% | 8.8% |
| 15 Years | +2.95 | 0.83 | 87.4% | 81.6% | 9.8% | 7.0% |
65
Total Holdings
34.2%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindalco Industries Limited | 5.64% |
| 2 | Cummins India Limited | 4.20% |
| 3 | Reliance Industries Limited | 4.04% |
| 4 | Mahindra & Mahindra Limited | 3.67% |
| 5 | Maruti Suzuki India Limited | 3.38% |
| 6 | Tata Steel Limited | 3.12% |
| 7 | Sun Pharmaceutical Industries Limited | 2.86% |
| 8 | Jindal Steel & Power Limited | 2.58% |
| 9 | Sansera Engineering Ltd | 2.39% |
| 10 | Samvardhana Motherson International Limited | 2.34% |