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Home Mf Research Aditya Birla Sun Life Consumption Fund Regular Plan Growth
Aditya Birla Sun Life Mutual Fund

Mutual Fund Research

Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth

Aditya Birla Sun Life Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,034.20 +3.42%
Two Week 2026-10-19 ₹1,000.00 ₹1,008.05 +0.81%
One Month 2026-10-05 ₹1,000.00 ₹1,005.01 +0.50%
Three Months 2026-08-04 ₹3,000.00 ₹2,879.19 -4.03%
Six Months 2026-05-06 ₹6,000.00 ₹5,790.66 -3.49%
One Year 2025-11-03 ₹12,000.00 ₹11,472.67 -4.39%
Three Year 2023-11-03 ₹36,000.00 ₹35,017.66 -2.73%
Five Year 2021-11-03 ₹60,000.00 ₹68,714.91 +14.52%
Ten Year 2016-11-04 ₹120,000.00 ₹213,138.40 +77.62%
Since Inception 2005-12-09 ₹255,000.00 ₹1,376,474.86 +439.79%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Retailing 24.31%
Automobiles 14.06%
Consumer Durables 9.28%
Banks 7.67%
Beverages 6.58%
Food Products 6.10%
Diversified FMCG 5.87%
Telecom - Services 5.30%
Insurance 2.82%
Agricultural Food & Other Products 2.17%
Personal Products 2.09%
Finance 2.01%
Transport Services 1.66%
Pharmaceuticals & Biotechnology 1.58%
Leisure Services 1.57%
Healthcare Services 1.14%
Industrial Products 1.02%
Realty 0.93%
Other 0.92%
Diversified 0.88%
Household Products 0.80%
Agricultural, Commercial & Construction Vehicles 0.74%
Capital Markets 0.50%
Miscellaneous 0.00%

Top Holdings

Company-wise portfolio exposure

Eternal Ltd. 7.35%
Bharti Airtel Ltd. 5.30%
Mahindra & Mahindra Ltd. 4.39%
TVS Motor Company Ltd. 3.87%
ICICI Bank Ltd. 3.62%
Maruti Suzuki India Ltd. 3.20%
ITC Ltd. 3.04%
Titan Company Ltd. 2.90%
Trent Ltd. 2.85%
Hindustan Unilever Ltd. 2.83%
Meesho Ltd. 2.71%
Avenue Supermarts Ltd. 2.54%
Lenskart Solutions Ltd. 2.40%
United Spirits Ltd. 2.35%
HDFC Bank Ltd. 2.22%
Tata Consumer Products Ltd. 2.17%
Britannia Industries Ltd. 1.91%
Axis Bank Ltd. 1.83%
Godrej Consumer Products Ltd. 1.75%
Varun Beverages Ltd. 1.73%
Interglobe Aviation Ltd. 1.66%
FSN E-Commerce Ventures Ltd. 1.52%
Nestle India Ltd. 1.52%
Asian Paints Ltd. 1.36%
SBI Life Insurance Co. Ltd. 1.31%
Info Edge (India) Ltd. 1.28%
Hyundai Motor India Ltd. 1.28%
Bajaj Finserv Ltd. 1.24%
Vishal Mega Mart Ltd. 1.14%
Metro Brands Ltd. 1.12%
United Breweries Ltd. 1.10%
Astral Ltd. 1.02%
Apollo Hospitals Enterprise Ltd. 1.02%
Swiggy Ltd. 1.01%
Radico Khaitan Ltd. 1.00%
ICICI Lombard General Insurance Company Ltd. 0.98%
Urban Company Ltd. 0.97%
JSW Dulux Ltd. 0.96%
The Phoenix Mills Ltd. 0.93%
3M India Ltd. 0.88%
Whirlpool of India Ltd. 0.86%
Devyani International Ltd. 0.85%
Mrs. Bectors Food Specialities Ltd. 0.82%
Bikaji Foods International Ltd. 0.80%
Doms Industries Ltd. 0.80%
Orkla India Ltd. 0.77%
Bajaj Finance Ltd. 0.77%
Tata Motors Ltd. 0.74%
Jubilant Foodworks Ltd. 0.72%
Ather Energy Ltd. 0.72%
Eureka Forbes Ltd. 0.70%
Voltas Ltd. 0.69%
V-Guard Industries Ltd. 0.69%
Mankind Pharma Ltd. 0.63%
Eicher Motors Ltd. 0.60%
Aditya Birla Lifestyle Brands Ltd. 0.56%
GO Digit General Insurance Ltd. 0.53%
Sanofi Consumer Healthcare India Ltd. 0.52%
Billionbrains Garage Ventures Ltd. 0.50%
Procter & Gamble Health Ltd. 0.43%
Tilaknagar Industries Ltd. 0.41%
Honasa Consumer Ltd. 0.34%
Milky Mist Dairy Food Ltd. 0.28%
Thyrocare Technologies Ltd. 0.12%
Magnasound (India) Pvt Ltd. 0.00%
TREPS 0.75%
Margin amount for Derivative positions 0.32%
Net Receivable / Payable -0.15%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.00%
Return volatility
β
Beta
0.91
Benchmark sensitivity
S
Sharpe Ratio
0.09
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
Nippon India - Japan Equity Fund - Regular Plan - Growth 23.35% 22.22% 8.63%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 21.28% 28.82% 27.49%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.08% 20.05% 15.81%
Franklin Asian Equity Fund - Regular Plan - Growth 18.21% 21.17% 7.91%
SBI Automotive Opportunities Fund - Regular Plan - Growth 17.19% 0.00% 10.26%
Mirae Asset Healthcare Fund - Regular Plan - Growth 16.75% 22.30% 19.93%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 16.22% 0.00% 19.66%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 15.79% 0.00% 23.61%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Aditya Birla Sun Life Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Silver ETF - Regular Plan 28.57% 37.04% 25.99%
Aditya Birla Sun Life Silver ETF Fund Of Fund - Regular Plan - Growth 22.47% 33.58% 23.88%
Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth 21.07% 32.42% 17.69%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Plan - Growth 19.37% 20.89% 8.17%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth 17.15% 18.78% 14.02%
Aditya Birla Sun Life Gold ETF - Regular Plan 16.91% 31.17% 23.38%
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth 13.58% 18.95% 18.76%
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth 13.33% 23.48% 9.09%
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth 12.95% 29.34% 9.82%
Aditya Birla Sun Life Nifty Healthcare ETF - Regular Plan 11.28% 21.76% 14.03%

Returns are historical and do not guarantee future performance.

View All Aditya Birla Sun Life Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The objective of the scheme is to target growth of capital by investing in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and servicesshould have distinct brand identity, thereby enabling choice.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.96%
Expense Ratio (Direct)
0.98%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty India Consumption TRI

Exit Load

Charges that may apply when you redeem units

For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: Nil.
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