TickerKhojAditya Birla Sun Life Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Aditya Birla Sun Life Consumption Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +8.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.8%.
On 3-year return it ranks 116 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,49,598 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 | -1.0% | +1.9% |
| 3 months | -6.8% | -5.1% |
| 6 months | -2.7% | -3.2% |
| 1 year | -11.6% | -10.2% |
| 3 years (yearly) | +8.0% | +7.4% |
| 5 years (yearly) | +8.2% | +6.5% |
| 10 years (yearly) | +12.9% | +11.3% |
| Since start (yearly) | +15.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,099 | -9.3% |
| 3 years | ₹3,60,000 | ₹3,56,556 | -0.6% |
| 5 years | ₹5,90,000 | ₹6,89,582 | +6.1% |
| 10 years | ₹11,90,000 | ₹22,40,180 | +12.1% |
Top holdings (30 Sept 2026)
Fund size ₹5,697 crore · 64 holdings · 99.1% in equity
| Company | Industry | Weight |
|---|---|---|
| Eternal Ltd. | Retailing | 7.35% |
| Bharti Airtel Ltd. | Telecom - Services | 5.30% |
| Mahindra & Mahindra Ltd. | Automobiles | 4.39% |
| TVS Motor Company Ltd. | Automobiles | 3.87% |
| ICICI Bank Ltd. | Banks | 3.62% |
| Maruti Suzuki India Ltd. | Automobiles | 3.20% |
| ITC Ltd. | Diversified FMCG | 3.04% |
| Titan Company Ltd. | Consumer Durables | 2.90% |
| Trent Ltd. | Retailing | 2.85% |
| Hindustan Unilever Ltd. | Diversified FMCG | 2.83% |
| Meesho Ltd. | Retailing | 2.71% |
| Avenue Supermarts Ltd. | Retailing | 2.54% |
| Lenskart Solutions Ltd. | Retailing | 2.40% |
| United Spirits Ltd. | Beverages | 2.35% |
| HDFC Bank Ltd. | Banks | 2.22% |
Largest industries: Retailing 24.3%, Automobiles 14.1%, Consumer Durables 9.3%, Banks 7.7%, Beverages 6.2%, Diversified FMCG 5.9%.
Other plan of this fund: Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth