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OmniAsset › Mutual funds › Aditya Birla Sun Life Consumption Fund

Aditya Birla Sun Life Consumption Fund

Sectoral / Thematic fund benchmarked to Nifty India Consumption TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026206.94
CategorySectoral / Thematic
PlanRegular · Growth
Launched14 Jun 2005
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year1.94%
AUM₹5,098 Cr
Growth of ₹10,000₹15,3322 Sep 2021 to 2 Sep 2026
₹17,449₹15,312₹13,176₹11,039₹8,903Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,332 (+8.9% a year) Aditya Birla Sun Life Consumption Fund

Performance (trailing, annualised)

1Y annualised-5.79%
3Y annualised8.69%
5Y annualised8.92%
10Y annualised12.43%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,18,827-1.80%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,74,0612.50%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,29,0267.72%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202129.73%
Calendar 20225.09%
Calendar 202325.18%
Calendar 202417.46%
Calendar 20254.28%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200717.19%
Rolling 1Y · median14.15%
Rolling 1Y · worst window-50.05%
Rolling 1Y · best window91.75%
Rolling 1Y · windows positive82%
Rolling 3Y · average898 windows since 9 Apr 200916.06%
Rolling 3Y · median15.60%
Rolling 3Y · worst window-4.06%
Rolling 3Y · best window32.53%
Rolling 3Y · windows positive99%
Rolling 5Y · average795 windows since 7 Apr 201116.26%
Rolling 5Y · median16.80%
Rolling 5Y · worst window3.84%
Rolling 5Y · best window26.33%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)12.58%
Downside deviation (3Y)8.92%
Maximum drawdown-22.04%

Management

Fund managerMr. Chanchal Khandelwal
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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