Aditya Birla Sun Life Manufacturing Equity Fund

Sectoral / ThematicEquityVery High risk Rank 23 of 164

NAV · Direct-Growth

₹42.85-0.65-1.49%

As of 1 Oct 2026 · AMFI

NAV growth+20.4%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Beats category

1Y, 3Y, 5Y all ahead

Cost

High

1.09% vs 0.83% peers

Consistency

Steady

positive in 8 of 11 years

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

1Y return

+19.1%

+16.3 vs cat

3Y CAGR

+20.6%

+6.6 vs cat

5Y CAGR

+14.4%

+2.3 vs cat

AUM

₹1.2K Cr

fund size

Expense

1.09%

direct plan

Volatility 3Y

18.0%

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.

Aditya Birla Sun Life Manufacturing Equity Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya Birla Sun Life Manufacturing Equity Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

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 14.4% 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)

₹42.8500

Last 1Y

+20.43%

Oct 25Min ₹34.25 · Max ₹45.35 · 247 ptsOct 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.

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.

Period	Returns	Category avg	Rank
1W	-3.49%	-2.97%	205/ 291
1M	-4.37%	-4.80%	94/ 289
3M	+4.05%	-2.87%	20/ 286
6M	+22.74%	+11.48%	40/ 286
YTD	+16.13%	+0.50%	22/ 273
1Y	+19.13%	+2.78%	18/ 261
2Y	+7.50%	+1.38%	29/ 211
3Y	+20.63%	+14.01%	23/ 164
5Y	+14.42%	+12.09%	37/ 126
7Y	+18.80%	+17.57%	42/ 104
10Y	+13.40%	+13.76%	46/ 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

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.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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