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

We don't give personal investment advice. Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW 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: 28.6%. 5-year CAGR: 9.54%.

Aditya Birla Sun Life

Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW

Latest NAV

₹21.6100

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	+0.70%	+0.26%	+0.44	29 / 168	Q1
1W	-0.23%	-1.38%	+1.15	24 / 168	Q1
2W	+2.12%	-0.76%	+2.88	31 / 170	Q1
1M	+2.17%	-1.31%	+3.48	30 / 170	Q1
3M	+8.85%	+0.23%	+8.62	25 / 168	Q1
6M	+8.80%	-4.26%	+13.06	9 / 160	Q1
YTD	+8.53%	-4.32%	+12.85	9 / 160	Q1
1Y	+8.96%	+0.77%	+8.19	26 / 146	Q1
2Y	+2.37%	+0.22%	+2.15	46 / 104	Q2
3Y	+13.48%	+9.45%	+4.02	30 / 69	Q2
4Y	+12.86%	+8.63%	+4.23	26 / 56	Q2
5Y	+9.54%	+4.66%	+4.88	22 / 46	Q2
7Y	+10.45%	+11.96%	-1.51	19 / 32	Q3
10Y	+8.14%	+11.40%	-3.26	19 / 23	Q4
Inception	+7.05%	+5.31%	+1.73	82 / 170	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	+8.53%	-3.11%	+11.63	9 / 158
2025	-3.73%	-0.40%	-3.33	84 / 129
2024	+7.96%	+19.58%	-11.62	74 / 84
2023	+32.13%	+28.75%	+3.37	22 / 62
2022	-1.45%	+0.21%	-1.66	32 / 54
2021	+14.57%	+28.31%	-13.74	32 / 43
2020	+17.97%	+22.29%	-4.32	17 / 34
2019	-3.80%	+7.10%	-10.90	27 / 29
2018	-20.93%	-10.71%	-10.22	17 / 23
2017	+27.62%	+33.65%	-6.03	15 / 23
2016	+8.63%	+5.47%	+3.17	11 / 23

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

+8.52%

126 windows

min -28.6% · max 60.2%

58% positive

3-Year rolling

+7.20%

102 windows

min -12.8% · max 19.5%

80% positive

5-Year rolling

+7.36%

78 windows

min -5.5% · max 17.7%

92% positive

7-Year rolling

+6.95%

53 windows

min 3.4% · max 10.6%

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

18.27%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.65

Downside-only deviation

Max drawdown

-28.57%

Sep 2024 → Apr 2025

% positive months

72.2%

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 INNOVATION FUND - IDCW - REGULAR PLAN	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.4968	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹19.3086	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹21.5800	3 Jun 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.3125	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹20.1370	3 Jun 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.2820	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹21.6100
2 Jun 2026	₹21.6400
1 Jun 2026	₹21.4900
29 May 2026	₹21.6900
27 May 2026	₹21.9600
26 May 2026	₹21.6900
25 May 2026	₹21.5900
22 May 2026	₹21.4000
21 May 2026	₹21.4200
20 May 2026	₹21.2700

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 - Regular - IDCW is ₹21.6100. It's a Sectoral/Thematic Fund from Aditya Birla Sun Life, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW 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 - Regular - IDCW 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 - Regular - IDCW has delivered a absolute return of 8.96% — +8.19 pp ahead of the Sectoral/Thematic Fund category average of 0.77%. The fund ranks #26 of 146 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW has delivered a CAGR of 13.48% — +4.02 pp ahead of the Sectoral/Thematic Fund category average of 9.45%. The fund ranks #30 of 69 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW has delivered a CAGR of 9.54% — +4.88 pp ahead of the Sectoral/Thematic Fund category average of 4.66%. The fund ranks #22 of 46 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW exactly 10 years ago would be worth approximately ₹218,807 today — a multiplier of 2.19×, based on the 10-year CAGR of 8.14%. The category average over the same window would have grown ₹1 lakh to ₹294,429.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹774,067 today. That's an XIRR (money-weighted annualised return) of 10.12%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,940,924 (multiplier 1.62×). XIRR: 9.29%. 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 - Regular - IDCW ranks #22 out of 46 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 4.66%; this fund delivered 9.54%.

The worst peak-to-trough decline Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW has experienced over the last 5-year window is 28.57% — 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 - Regular - IDCW averaged 7.36% (best 17.71%, worst -5.52%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW returned -3.73% — lagging the Sectoral/Thematic Fund category average of -0.40% by 3.33 pp. It ranked #84 of 129 in its category that year.

Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW 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 - Regular - IDCW 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: 28.6%. 5-year CAGR: 9.54%.

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