Aditya Birla Sun Life Manufacturing Equity Fund
Direct · Growth ₹43.82
05 Aug 2026
NAV
13.7%
3Y CAGR
13.5%
5Y CAGR
13.7%
10Y CAGR
13.5%
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.
6.86
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 | ₹12.72 L | 16.1% | -47.9% | 70.8% |
| 3 Years | ₹36.00 L | ₹44.89 L | 14.3% | -21.5% | 36.8% |
| 5 Years | ₹60.00 L | ₹87.40 L | 14.6% | -8.8% | 28.7% |
| 7 Years | ₹84.00 L | ₹1.47 Cr | 15.3% | 8.0% | 22.7% |
| 10 Years | ₹1.20 Cr | ₹2.62 Cr | 15.0% | 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 | 16.1% | 14.5% | 13.8% | +1.6% |
| 3 Years | 14.3% | 11.2% | 16.8% | +3.1% |
| 5 Years | 14.6% | 10.4% | 17.0% | +4.2% |
| 7 Years | 15.3% | 10.6% | 16.5% | +4.7% |
| 10 Years | 15.0% | 11.5% | 16.8% | +3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.1% | 13.0% | -26.7% | 82.2% | 0.43 | 1.15 | 73% | — | — |
| 3 Years | 13.7% | 15.3% | -8.1% | 26.6% | 1.04 | 2.97 | 95% | — | — |
| 5 Years | 13.5% | 13.5% | -0.6% | 26.9% | 1.22 | 8.76 | 100% | — | — |
| 10 Years | 13.7% | 13.9% | 11.0% | 15.8% | 6.86 | — | 100% | — | — |
-39.2%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-7.5%
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 | +23.79 | 0.95 | 106.3% | 76.8% | 24.3% | 0.2% |
| 3 Years | +13.34 | 0.98 | 106.1% | 89.6% | 21.8% | 8.5% |
| 5 Years | +6.66 | 0.91 | 93.5% | 85.1% | 15.4% | 9.0% |
| 7 Years | +8.43 | 0.80 | 85.8% | 76.7% | 19.7% | 12.5% |
| 10 Years | +4.36 | 0.82 | 87.3% | 81.6% | 14.8% | 11.2% |
| 12 Years | +4.31 | 0.83 | 87.3% | 81.3% | 12.9% | 9.1% |
| 15 Years | +3.14 | 0.83 | 87.3% | 81.3% | 10.2% | 7.2% |
63
Total Holdings
28.8%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Cummins India Limited | 3.94% |
| 2 | Reliance Industries Limited | 3.86% |
| 3 | Mahindra & Mahindra Limited | 3.61% |
| 4 | Tata Steel Limited | 2.75% |
| 5 | Sansera Engineering Ltd | 2.60% |
| 6 | Hindalco Industries Limited | 2.54% |
| 7 | AIA Engineering Limited | 2.52% |
| 8 | Bharat Forge Limited | 2.43% |
| 9 | Samvardhana Motherson International Limited | 2.32% |
| 10 | Bharat Electronics Limited | 2.27% |