Aditya Birla Sun Life Quant Fund

Direct · Growth

AI Summary

Performance

Aditya Birla Sun Life Quant Fund delivered a 1Y SIP XIRR of 9.04%, well below the category average of 14.1%, indicating underperformance versus sectoral/thematic peers. Against the NIFTY 50, the fund posted a 1Y CAGR of 10.48% versus the benchmark's -2.9%, generating a strong alpha of 13.71%. However, over longer horizons the edge narrows sharply, with 3Y alpha of just 2.15% and 5Y alpha of 1.32%.

Risk

The fund shows a modest maximum drawdown of -0.23% with one drawdown event exceeding 10%, though recovery took 524 days, suggesting slow rebound from troughs. A Calmar Ratio of 0.25 in the 1Y window indicates modest risk-adjusted returns. Downside capture of 87.75% in 1Y and 96.77% over longer periods, paired with upside capture above 100%, reflects a favorable asymmetry versus the NIFTY 50.

Portfolio

The portfolio holds 44 stocks with a well-spread top 10, each between 3.16% and 4.68% of NAV, led by Federal Bank, Marico, and SBI. Sector exposure is diversified, with Banks at 15.3% and Pharmaceuticals at 13.2% as the largest allocations, followed by Industrial Products, Cement, and Finance. This breadth is unusually diversified for a sectoral/thematic category and reduces single-sector concentration risk.

Category Positioning

The fund's 1Y SIP XIRR of 9.04% trails the category average of 14.1% by roughly 5 percentage points, placing it in the weaker half of sectoral/thematic peers. Calendar year returns have been inconsistent, with -4.0% in 2024, 7.46% in 2025, and 2.31% in 2026. Its quant-driven, diversified approach makes it less explosive than typical thematic peers, which explains both the lower returns and lower volatility.

Investor Suitability

This fund suits conservative investors seeking equity exposure with a quantitative, diversified strategy rather than concentrated sector bets. A horizon of at least 5 years is advisable given the long drawdown recovery period of 524 days and modest long-term alpha. Investors with moderate risk tolerance who want benchmark-beating downside protection, rather than aggressive category-leading returns, are the best fit.

  • Strong 1Y alpha of 13.71% over the NIFTY 50, with the fund gaining 10.48% while the benchmark declined 2.9%
  • Favorable capture asymmetry, with 1Y upside capture of 106.38% against downside capture of only 87.75%
  • Diversified 44-stock portfolio with no single holding above 4.68% of NAV, limiting concentration risk

  • 1Y SIP XIRR of 9.04% significantly trails the category average of 14.1%, indicating underperformance versus peers
  • Long-term alpha is thin, at just 1.32% over 5Y and 0.71% over 10Y, and the 524-day drawdown recovery suggests slow rebounds

Generated on 09-09-2026, 3:35 AM. Verify before investing.

₹10.65
18 Aug 2026
NAV
5.7%
Weighted CAGR
?
-0.10
Sharpe
-22.9%
Max Drawdown
?
0.72%
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 ₹12.44 L 9.0% -14.4% 24.6%

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 9.0% 14.4% 14.1% -5.4%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 5.7% 7.0% -11.2% 26.1% -0.10 -0.12 73%

-22.9%
Max Drawdown
5 mo
Drawdown Duration
17 mo
Recovery Time
-8.2%
Avg Drawdown

Calmar Ratio by Duration

0.25
1Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +13.71 1.04 106.4% 87.8% 10.5% -2.9%
3 Years +2.15 1.02 101.0% 96.8% 2.1% 0.0%
5 Years +1.32 1.02 101.0% 96.8% 1.3% 0.0%
7 Years +0.97 1.02 101.0% 96.8% 0.9% 0.0%
10 Years +0.71 1.02 101.0% 96.8% 0.6% 0.0%
12 Years +0.61 1.02 101.0% 96.8% 0.5% 0.0%
15 Years +0.50 1.02 101.0% 96.8% 0.4% 0.0%

44
Total Holdings
36.5%
Top 10 Weight
22
Sectors
# Stock % of NAV
1 The Federal Bank Limited 4.68%
2 Marico Limited 3.83%
3 State Bank of India 3.77%
4 Apollo Hospitals Enterprise Limited 3.75%
5 Ashok Leyland Limited 3.74%
6 Grasim Industries Limited 3.67%
7 Sun Pharmaceutical Industries Limited 3.34%
8 Torrent Pharmaceuticals Limited 3.32%
9 Bharti Airtel Limited 3.27%
10 Laurus Labs Limited 3.16%