Aditya Birla Sun Life Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth
In plain words
Over 3 years it returned +15.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.7%.
On 3-year return it ranks 41 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,49,413 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.5% | +1.9% |
| 3 months | -3.3% | -5.1% |
| 6 months | +1.1% | -3.2% |
| 1 year | +5.8% | -10.2% |
| 3 years (yearly) | +15.6% | +7.4% |
| 5 years (yearly) | +15.8% | +6.5% |
| 10 years (yearly) | +13.6% | +11.3% |
| Since start (yearly) | +11.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,900 | +6.7% |
| 3 years | ₹3,60,000 | ₹4,09,512 | +8.2% |
| 5 years | ₹5,90,000 | ₹8,67,491 | +15.2% |
| 10 years | ₹11,90,000 | ₹28,16,005 | +16.4% |
Top holdings (30 Sept 2026)
Fund size ₹1,220 crore · 56 holdings · 96.8% in equity
| Company | Industry | Weight |
|---|---|---|
| Larsen & Toubro Ltd. | Construction | 4.87% |
| Bharti Airtel Ltd. | Telecom - Services | 4.54% |
| INDO-MIM Ltd. | Industrial Manufacturing | 3.69% |
| Reliance Industries Ltd. | Petroleum Products | 3.53% |
| Ultratech Cement Ltd. | Cement & Cement Products | 3.05% |
| NTPC Ltd. | Power | 3.04% |
| GMR Airports Ltd. | Transport Infrastructure | 2.75% |
| SPR Auto Technologies Ltd. | Auto Components | 2.72% |
| Acme Solar Holdings Ltd. | Power | 2.32% |
| Interglobe Aviation Ltd. | Transport Services | 2.22% |
| Shivalik Bimetal Controls Ltd. | Industrial Products | 2.17% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | 2.03% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | 2.02% |
| Brigade Enterprises Ltd. | Realty | 2.00% |
| JK Cement Ltd. | Cement & Cement Products | 1.99% |
Largest industries: Industrial Products 12.8%, Construction 10.5%, Auto Components 8.3%, Electrical Equipment 7.3%, Industrial Manufacturing 6.4%, Cement & Cement Products 6.4%.
Other plan of this fund: Aditya Birla Sun Life Infrastructure Fund - Direct Plan - Growth