Aditya Birla Sun Life Mutual Fund · Fund of Funds · Overseas · Direct plan
Aditya Birla Sun Life US Equity Passive FOF - Direct Plan - Growth
₹22.259NAV on 2 Nov 2026Expense ratio 0.34%
3 Nov 2025NAV low 17.75 · high 24.8+17.6%
In plain words
Over 3 years it returned +29.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.4%.
On 3-year return it ranks 5 of 44 funds in Overseas.
A monthly SIP over 3 years ended ₹3,196 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 | -7.2% | +1.9% |
| 3 months | +1.2% | -5.1% |
| 6 months | +4.7% | -3.2% |
| 1 year | +17.8% | -10.2% |
| 3 years (yearly) | +29.7% | +7.4% |
| Since start (yearly) | +17.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,29,042 | +14.1% |
| 3 years | ₹3,60,000 | ₹5,22,932 | +25.8% |
Other plan of this fund: Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth