Should I invest in Aditya Birla Sun Life Flexi Cap Fund?

We don't give personal investment advice. Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.0%. 5-year CAGR: 13.39%.

Aditya Birla Sun Life

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

Latest NAV

₹2,064.0200

As of

3 Jun 2026

3,299 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.43%	+0.11%	+0.32	15 / 104	Q1
1W	-1.10%	-0.67%	-0.43	60 / 103	Q3
2W	+0.62%	+0.04%	+0.58	27 / 102	Q2
1M	+0.04%	+0.32%	-0.28	48 / 101	Q2
3M	+0.91%	+3.68%	-2.77	60 / 100	Q3
6M	-1.78%	+6.18%	-7.95	54 / 99	Q3
YTD	-2.80%	+2.47%	-5.27	61 / 99	Q3
1Y	+5.07%	+17.47%	-12.40	51 / 89	Q3
2Y	+8.36%	+10.45%	-2.09	41 / 84	Q2
3Y	+16.92%	+13.44%	+3.48	19 / 74	Q2
4Y	+16.12%	+14.31%	+1.81	13 / 38	Q2
5Y	+13.39%	+14.05%	-0.66	14 / 32	Q2
7Y	+14.79%	+14.35%	+0.43	9 / 23	Q2
10Y	+15.05%	+14.35%	+0.70	6 / 18	Q2
Inception	+16.04%	+11.11%	+4.93	23 / 104	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.80%	-4.10%	+1.30	13 / 44
2025	+11.73%	+3.69%	+8.04	2 / 39
2024	+19.24%	+20.93%	-1.69	19 / 40
2023	+26.46%	+29.96%	-3.50	24 / 34
2022	-0.27%	+1.56%	-1.83	21 / 34
2021	+30.88%	+25.89%	+4.99	22 / 52
2020	+17.15%	+15.92%	+1.23	18 / 58
2019	+9.42%	+7.18%	+2.24	29 / 69
2018	-2.36%	-5.07%	+2.71	11 / 34
2017	+33.36%	+36.55%	-3.19	21 / 31
2016	+15.96%	+3.36%	+12.60	1 / 31

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.80%

152 windows

min -29.9% · max 85.0%

84% positive

3-Year rolling

+16.48%

127 windows

min -5.8% · max 34.2%

98% positive

5-Year rolling

+15.78%

103 windows

min 1.7% · max 25.2%

100% positive

7-Year rolling

+15.07%

79 windows

min 11.8% · max 19.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.16%

3-year · annualised

Sharpe ratio

0.77

vs risk-free 6.5%

Sortino ratio

1.25

Downside-only deviation

Max drawdown

-17.02%

Sep 2024 → Mar 2025

% positive months

80.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,115.5350	3 Jun 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.0211	3 Jun 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹117.4238	2 Jun 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹19.8000	3 Jun 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹19.0200	3 Jun 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹222.6510	3 Jun 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹118.9418	3 Jun 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹63.2311	3 Jun 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,722.7007	3 Jun 2026
Mirae Asset Flexi Cap Fund - Direct Plan - Growth	Mirae Asset	₹16.2220	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹2,064.0200
2 Jun 2026	₹2,066.8600
1 Jun 2026	₹2,058.0400
29 May 2026	₹2,078.2100
27 May 2026	₹2,095.4000
26 May 2026	₹2,089.8100
25 May 2026	₹2,090.1300
22 May 2026	₹2,068.0700
21 May 2026	₹2,061.7600
20 May 2026	₹2,059.5400

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is ₹2,064.0200. It's a Flexi Cap Fund from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has delivered a absolute return of 5.07% — -12.4 pp behind the Flexi Cap Fund category average of 17.47%. The fund ranks #51 of 89 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has delivered a CAGR of 16.92% — +3.48 pp ahead of the Flexi Cap Fund category average of 13.44%. The fund ranks #19 of 74 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has delivered a CAGR of 13.39% — -0.66 pp behind the Flexi Cap Fund category average of 14.05%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan exactly 10 years ago would be worth approximately ₹406,142 today — a multiplier of 4.06×, based on the 10-year CAGR of 15.04%. The category average over the same window would have grown ₹1 lakh to ₹382,239.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹832,011 today. That's an XIRR (money-weighted annualised return) of 13.03%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,556,338 (multiplier 2.13×). XIRR: 14.46%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan ranks #14 out of 32 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.05%; this fund delivered 13.39%.

The worst peak-to-trough decline Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan has experienced over the last 5-year window is 20.04% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan averaged 15.78% (best 25.20%, worst 1.67%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.52 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan returned 11.73% — beating the Flexi Cap Fund category average of 3.69% by 8.04 pp. It ranked #2 of 39 in its category that year.

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.0%. 5-year CAGR: 13.39%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.