Should I invest in Aditya Birla Sun Life Manufacturing Equity Fund?

We don't give personal investment advice. Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth 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: 22.9%. 5-year CAGR: 15.22%.

Aditya Birla Sun Life

Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth

Latest NAV

₹40.2500

As of

3 Jun 2026

2,788 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	+0.67%	+0.27%	+0.40	49 / 258	Q1
1W	-0.22%	-1.34%	+1.11	39 / 258	Q1
2W	+2.15%	+0.04%	+2.12	47 / 259	Q1
1M	+2.21%	-0.39%	+2.59	52 / 259	Q1
3M	+9.09%	+2.19%	+6.90	38 / 257	Q1
6M	+9.33%	-1.09%	+10.42	24 / 247	Q1
YTD	+8.95%	-1.30%	+10.25	20 / 247	Q1
1Y	+17.21%	+5.02%	+12.20	16 / 230	Q1
2Y	+10.52%	+5.50%	+5.02	30 / 182	Q1
3Y	+22.70%	+16.94%	+5.76	30 / 139	Q1
4Y	+19.95%	+16.57%	+3.38	43 / 119	Q2
5Y	+15.22%	+13.73%	+1.50	40 / 109	Q2
7Y	+16.84%	+16.42%	+0.42	45 / 91	Q2
10Y	+14.95%	+15.07%	-0.13	39 / 76	Q3
Inception	+13.09%	+10.45%	+2.64	129 / 259	Q2

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	+8.95%	-0.94%	+9.88	20 / 244
2025	+3.54%	+4.41%	-0.87	109 / 208
2024	+25.78%	+23.18%	+2.61	54 / 155
2023	+33.33%	+33.51%	-0.18	61 / 127
2022	-0.43%	+4.32%	-4.75	74 / 116
2021	+22.14%	+34.43%	-12.29	81 / 104
2020	+27.18%	+21.19%	+5.98	25 / 94
2019	-3.03%	+9.30%	-12.33	81 / 85
2018	-11.43%	-5.36%	-6.07	52 / 77
2017	+40.20%	+35.61%	+4.59	33 / 76
2016	+9.87%	+4.98%	+4.89	21 / 76

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

+14.92%

126 windows

min -23.0% · max 71.0%

71% positive

3-Year rolling

+13.29%

102 windows

min -6.9% · max 23.6%

95% positive

5-Year rolling

+13.31%

78 windows

min 0.3% · max 23.5%

100% positive

7-Year rolling

+12.80%

53 windows

min 9.1% · max 17.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.41%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.57

Downside-only deviation

Max drawdown

-22.95%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.2500
2 Jun 2026	₹40.3100
1 Jun 2026	₹40.0400
29 May 2026	₹40.4100
27 May 2026	₹40.9100
26 May 2026	₹40.4000
25 May 2026	₹40.2100
22 May 2026	₹39.8600
21 May 2026	₹39.8900
20 May 2026	₹39.6100

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 Manufacturing Equity Fund - Direct Plan - Growth is ₹40.2500. It's a Sectoral/Thematic 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 Manufacturing Equity Fund - Direct Plan - Growth has NAV history starting from 03 Feb 2015, a track record of about 11 years 4 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 Manufacturing Equity Fund - Direct Plan - Growth is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth has delivered a absolute return of 17.21% — +12.2 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #16 of 230 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth has delivered a CAGR of 22.70% — +5.76 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #30 of 139 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth has delivered a CAGR of 15.22% — +1.5 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #40 of 109 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹402,699 today — a multiplier of 4.03×, based on the 10-year CAGR of 14.95%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹931,603 today. That's an XIRR (money-weighted annualised return) of 17.62%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,728,838 (multiplier 2.27×). XIRR: 15.68%. 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 Manufacturing Equity Fund - Direct Plan - Growth ranks #40 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.73%; this fund delivered 15.22%.

The worst peak-to-trough decline Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth has experienced over the last 5-year window is 22.95% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. 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 Manufacturing Equity Fund - Direct Plan - Growth averaged 13.31% (best 23.53%, worst 0.33%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth returned 3.54% — lagging the Sectoral/Thematic Fund category average of 4.41% by 0.87 pp. It ranked #109 of 208 in its category that year.

Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth 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 Manufacturing Equity Fund - Direct Plan - Growth 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: 22.9%. 5-year CAGR: 15.22%.

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