Aditya Birla Sun Life US Equity Passive FOF

Fund of FundsOther Rank 35 of 141

NAV · Direct-Growth

₹23.98-0.09-0.39%

As of 1 Oct 2026 · AMFI

NAV growth+33.2%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Strong

positive in 4 of 5 years

Beats its Fund of Funds category on 1Y & 3Y.

1Y return

+31.8%

+17.0 vs cat

3Y CAGR

+33.5%

+11.2 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.9%

3Y std dev

Go deeper on Aditya Birla Sun Life US Equity Passive FOF

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

Aditya Birla Sun Life US Equity Passive FOF 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 US Equity Passive FOF 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 US Equity Passive FOF is a Fund of Funds scheme from Aditya Birla Sun Life. 3-year CAGR: about 33.5%. Worst historical drawdown: -29% in Jun 2022, recovered in 12 months.

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

NAV history

Showing Direct · Growth · INF209KB18C5

NAV (Direct-Growth)

₹23.9807

Last 1Y

+33.17%

Oct 25Min ₹17.75 · Max ₹24.07 · 247 ptsOct 26

Drawdown stories

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

Jun 2022

-28.9%

Peak ₹10.20 on 23 Nov 2021 → trough ₹7.25 on 17 Jun 2022 (7 months down).

Recovered in 12 months· 15 Jun 2023

Apr 2025

-23.4%

Peak ₹15.84 on 17 Feb 2025 → trough ₹12.14 on 7 Apr 2025 (2 months down).

Recovered in 3 months· 27 Jun 2025

Aug 2024

-11.6%

Peak ₹14.11 on 10 Jul 2024 → trough ₹12.47 on 5 Aug 2024 (1 months down).

Recovered in 2 months· 14 Oct 2024

Jul 2026

-10.3%

Peak ₹24.03 on 3 Jun 2026 → trough ₹21.55 on 29 Jul 2026 (2 months down).

Recovered in 2 months· 22 Sept 2026

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

Performance

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

Period	Returns	Category avg	Rank
1W	-0.21%	-1.92%	54/ 239
1M	+4.88%	-2.66%	8/ 237
3M	+3.41%	-1.12%	19/ 227
6M	+30.41%	+7.30%	10/ 226
YTD	+27.71%	+6.73%	13/ 203
1Y	+31.79%	+14.82%	29/ 194
2Y	+32.11%	+18.97%	42/ 155
3Y	+33.48%	+22.31%	35/ 141

Available plans & options

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