Should I invest in Aditya Birla Sun Life Focused Fund?

We don't give personal investment advice. Aditya Birla Sun Life Focused 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: 17.2%. 5-year CAGR: 12.70%.

Aditya Birla Sun Life

Aditya Birla Sun Life Focused Fund - Growth - Direct Plan

Latest NAV

₹158.3303

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	+0.48%	+0.16%	+0.32	3 / 28	Q1
1W	-1.02%	-1.70%	+0.68	4 / 28	Q1
2W	+0.50%	+0.08%	+0.42	7 / 28	Q1
1M	-0.63%	-0.57%	-0.05	13 / 28	Q2
3M	-1.53%	-0.01%	-1.52	18 / 28	Q3
6M	-4.63%	-4.00%	-0.63	15 / 28	Q3
YTD	-5.81%	-4.28%	-1.53	18 / 28	Q3
1Y	+1.74%	+1.05%	+0.70	11 / 28	Q2
2Y	+5.89%	+4.18%	+1.71	8 / 28	Q2
3Y	+15.15%	+14.42%	+0.74	12 / 27	Q2
4Y	+14.25%	+14.60%	-0.34	14 / 24	Q3
5Y	+12.70%	+13.14%	-0.45	14 / 21	Q3
7Y	+13.53%	+14.32%	-0.78	9 / 15	Q3
10Y	+13.56%	+14.36%	-0.80	10 / 13	Q4
Inception	+14.36%	+14.67%	-0.31	17 / 28	Q3

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	-5.81%	-4.28%	-1.53	18 / 28
2025	+10.75%	+5.55%	+5.20	5 / 28
2024	+19.99%	+20.88%	-0.89	12 / 27
2023	+23.30%	+27.60%	-4.31	20 / 25
2022	+1.42%	+2.34%	-0.92	12 / 23
2021	+27.74%	+33.53%	-5.79	15 / 20
2020	+16.69%	+17.14%	-0.45	9 / 17
2019	+11.93%	+12.27%	-0.34	7 / 13
2018	-2.42%	-5.39%	+2.97	3 / 13
2017	+31.48%	+37.82%	-6.34	10 / 13
2016	+7.49%	+5.87%	+1.61	4 / 13

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

+17.40%

152 windows

min -26.6% · max 73.3%

85% positive

3-Year rolling

+14.81%

127 windows

min -4.6% · max 27.2%

98% positive

5-Year rolling

+14.40%

103 windows

min 0.9% · max 23.5%

100% positive

7-Year rolling

+13.86%

79 windows

min 10.0% · max 16.4%

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

12.44%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.08

Downside-only deviation

Max drawdown

-16.48%

Sep 2024 → Apr 2025

% positive months

75.0%

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 Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹250.6800	3 Jun 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹158.3303
2 Jun 2026	₹159.7848
1 Jun 2026	₹159.0193
29 May 2026	₹159.8483
27 May 2026	₹161.7027
26 May 2026	₹161.4369
25 May 2026	₹161.5820
22 May 2026	₹159.7610
21 May 2026	₹158.9107
20 May 2026	₹159.2597

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 Focused Fund - Growth - Direct Plan is ₹158.3303. It's a Focused 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 Focused 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 Focused Fund - Growth - Direct Plan is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Focused Fund - Growth - Direct Plan has delivered a absolute return of 1.74% — +0.7 pp ahead of the Focused Fund category average of 1.05%. The fund ranks #11 of 28 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Focused Fund - Growth - Direct Plan has delivered a CAGR of 15.15% — +0.74 pp ahead of the Focused Fund category average of 14.42%. The fund ranks #12 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Focused Fund - Growth - Direct Plan has delivered a CAGR of 12.70% — -0.45 pp behind the Focused Fund category average of 13.14%. The fund ranks #14 of 21 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Focused Fund - Growth - Direct Plan exactly 10 years ago would be worth approximately ₹356,572 today — a multiplier of 3.57×, based on the 10-year CAGR of 13.56%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Focused Fund - Growth - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹798,698 today. That's an XIRR (money-weighted annualised return) of 11.38%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Focused Fund - Growth - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,418,065 (multiplier 2.02×). XIRR: 13.42%. 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 Focused Fund - Growth - Direct Plan ranks #14 out of 21 funds in the Focused Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.14%; this fund delivered 12.70%.

The worst peak-to-trough decline Aditya Birla Sun Life Focused Fund - Growth - Direct Plan has experienced over the last 5-year window is 17.15% — its NAV fell from a high on 14 Jan 2022 to a low on 17 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 Focused Fund - Growth - Direct Plan averaged 14.40% (best 23.55%, worst 0.87%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Focused Fund - Growth - Direct Plan returned 10.75% — beating the Focused Fund category average of 5.55% by 5.20 pp. It ranked #5 of 28 in its category that year.

Aditya Birla Sun Life Focused 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 Focused 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: 17.2%. 5-year CAGR: 12.70%.

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