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Aditya Birla Sun Life

Aditya Birla Sun Life Manufacturing Equity Fund

Sectoral / ThematicEquityVery High risk Rank 14 of 157

NAV · Direct-Growth

₹44.97+0.15+0.33%

As of 18 Aug 2026 · AMFI

NAV growth+29.0%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Cost

Average

1.09% vs NaN% peers

Consistency

Steady

positive in 8 of 11 years

Beats its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

+29.0%

+19.5 vs cat

3Y CAGR

+23.8%

+6.6 vs cat

5Y CAGR

+16.6%

+1.9 vs cat

AUM

₹1.2K Cr

fund size

Expense

1.09%

direct plan

Volatility 3Y

17.8%

3Y std dev

Go deeper on Aditya Birla Sun Life Manufacturing Equity Fund

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Aditya Birla Sun Life Manufacturing Equity Fund is a Sectoral / Thematic scheme from Aditya Birla Sun Life. The portfolio is ~98% in equities. Long-run track record: about 16.6% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -39% in Mar 2020, recovered in 8 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209KA1YK0

NAV (Direct-Growth)

₹44.9700

Last 1Y

+29.04%

Aug 25Min ₹34.25 · Max ₹44.97 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-39.2%

Peak ₹16.00 on 8 Jan 2018 → trough ₹9.73 on 23 Mar 2020 (27 months down).

Recovered in 8 months· 2 Dec 2020

Apr 2025

-22.9%

Peak ₹38.22 on 27 Sept 2024 → trough ₹29.45 on 7 Apr 2025 (6 months down).

Recovered in 13 months· 17 Apr 2026

Jun 2022

-20.3%

Peak ₹22.70 on 18 Oct 2021 → trough ₹18.09 on 20 Jun 2022 (8 months down).

Recovered in 12 months· 20 Jun 2023

Feb 2016

-18.8%

Peak ₹10.71 on 6 Aug 2015 → trough ₹8.70 on 29 Feb 2016 (7 months down).

Recovered in 5 months· 20 Jul 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

3

Honesty score

3 / 5

Watch a few items. Read the signal detail before investing.

  • Expense ratio

    1.09% — above the typical 1% for equity.

  • AUM size

    ₹1.2K Cr.

  • Sector concentration

    Top 3 sectors = 72.5% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+1.17%-0.40%15/ 286
1M+7.97%+2.47%9/ 286
3M+14.37%+8.01%25/ 286
6M+19.63%+6.33%18/ 278
YTD+21.87%+6.03%14/ 273
1Y+29.04%+9.52%7/ 258
2Y+12.65%+5.82%20/ 203
3Y+23.80%+17.18%14/ 157
5Y+16.64%+14.76%37/ 125
7Y+19.97%+18.88%45/ 104
10Y+14.75%+14.74%43/ 81

Portfolio composition

Asset allocation

  • Equity98.20%
  • Cash1.80%

By market cap

  • Large cap39.49%
  • Mid cap22.39%
  • Small cap28.77%
  • Others9.35%

Concentration

Holdings

68

Avg market cap

₹71.5K Cr

Top 10 stocks

34.97%

Top 5 stocks

21.22%

Top 3 sectors

72.51%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Hindalco Industries Ltd

    5.38%
  • 1

    Hindalco Industries Ltd

    5.22%
  • 2

    Reliance Industries Ltd

    4.85%
  • 2

    Reliance Industries Ltd

    4.53%
  • 3

    Mahindra & Mahindra Ltd

    4.21%
  • 3

    Cummins India Ltd

    3.89%
  • 4

    Mahindra & Mahindra Ltd

    3.87%
  • 4

    Cummins India Ltd

    3.79%
  • 5

    Maruti Suzuki India Ltd

    3.74%
  • 5

    Maruti Suzuki India Ltd

    3.55%
  • 6

    Vedanta Ltd

    3.55%
  • 7

    Tata Steel Ltd

    3.39%
  • 8

    Sun Pharmaceuticals Industries Ltd

    3.29%
  • 6

    Tata Steel Ltd

    3.28%
  • 7

    Sun Pharmaceuticals Industries Ltd

    2.97%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio34.3328.47+5.86
  • P/B ratio4.154.25-0.10
  • Price / Sales2.703.21-0.51
  • Price / Cash Flow22.0419.97+2.07
  • Dividend yield0.84%1.23%-0.39
  • Return on equity (ROE)14.11%18.47%-4.36

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    18.7817.7715.92
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    0.590.840.60
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    1.101.420.99
  • Beta

    1 = moves with the market. <1 = less volatile.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.