Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - GROWTH
code 133516 Sectoral/Thematic direct plan · growth NAVs 2015-02-03 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2015-02-03, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 1.99% | -3.63% | -6.32% | 2.70% | 2026-10-09 → 2026-11-09 |
| 3M | -2.84% | 6.55% | -1.65% | 8.20% | 2026-08-07 → 2026-11-09 |
| 6M | 7.17% | 25.14% | 9.15% | 15.99% | 2026-05-08 → 2026-11-09 |
| 1Y | 17.46% | 23.27% | 6.01% | 17.26% | 2025-11-07 → 2026-11-09 |
| 3Y | 20.47% | 20.80% | 17.35% | 3.45% | 2023-11-09 → 2026-11-09 |
| 5Y | 14.52% | 15.03% | 15.40% | -0.37% | 2021-11-09 → 2026-11-09 |
| 7Y | 17.96% | 18.43% | 20.25% | -1.82% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.01% | 14.04% | 13.76% | 0.28% | 2016-11-09 → 2026-11-09 |
| since inception | 13.20% | 13.46% | 12.64% | 0.83% | 2015-02-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | 10.31% | 43.19% | -12.10% | -3.24% | 27.27% | 23.07% | -0.43% | 33.68% | 26.23% | 4.47% |
| benchmark | 7.57% | 32.68% | -15.01% | -3.38% | 24.74% | 37.35% | 5.28% | 34.87% | 25.99% | 12.28% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,621 | 15.22% | 13.49% | -26.61% | 82.22% | 73% | 52% |
| 3 years | 2,126 | 13.80% | 15.46% | -8.13% | 26.64% | 95% | 41% |
| 5 years | 1,639 | 13.50% | 13.55% | -0.62% | 26.94% | 100% | 31% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 19.93% | 14.24% | 13.06% |
| volatility | 18.36% | 16.48% | 16.75% |
| max drawdown | -22.95% | -22.95% | -39.19% |
| downside deviation | 11.07% | 10.07% | 11.06% |
| Sharpe ratio | 0.76 | 0.55 | 0.50 |
| Sortino ratio | 1.27 | 0.89 | 0.75 |
| Calmar ratio | 0.87 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.