Aditya Birla Sun Life Equity Fund


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Fund Performance Analysis

Aditya Birla Sun Life Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Aditya Birla Sun Life Equity Fund Performance Analysis

Aditya Birla Sun Life Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Aditya Birla Sun Life Equity Fund

Top Performing Funds in Multi Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Mahindra Manulife Multi Cap Badhat Yojana

1 The Mahindra Manulife Multi Cap Badhat Yojana is a Multi Cap Fund. In the Multi Cap Fund category there are 16 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Multi Cap Badhat Yojana performance snapshot section. 5.54% 23.31% -26.18% -20.91% 0.70 0.33 0.48

Quant Active Fund

2 The Quant Active Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Active Fund performance snapshot section. 13.45% 36.25% -29.21% -23.50% 0.90 0.45 0.46

Aditya Birla Sun Life Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Aditya Birla Sun Life Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Multi Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Multicap Fund

0.00
2
-0.23
13
1.50
6
4.35
5
16.22
6
9.17
6
17.95
8
12.09
4

Icici Prudential Midcap Fund

0.00
2
0.31
5
0.15
14
3.33
11
15.91
7
6.90
7
22.74
3
11.12
6

Nippon India Multi Cap Fund

-0.16
3
-0.20
12
0.97
10
4.56
4
19.76
3
17.17
1
21.42
4
12.64
3

Hdfc Multi Cap Fund

-0.30
4
0.20
7
2.75
2
5.99
2
19.78
2
12.83
4

Mirae Asset Focused Fund

-0.31
5
-0.74
16
1.96
4
2.37
14
8.50
16
-3.37
14
18.26
7

Idfc Multi Cap Fund

-0.34
6
0.62
2
2.10
3
3.79
7
16.53
5
9.43
5

Bank Of India Flexi Cap Fund

-0.34
7
0.10
8
1.49
7
3.29
12
14.23
10
5.59
8

Quant Active Fund

-0.34
8
0.87
1
2.91
1
6.92
1
19.59
4
13.45
3
36.25
1
22.02
1

Invesco India Multicap Fund

-0.38
9
0.37
4
1.84
5
3.35
10
15.09
8
2.91
13
19.22
6
9.97
7

Iti Multi Cap Fund

-0.38
10
-0.27
14
1.06
8
4.14
6
14.51
9
4.22
10
9.30
9

Kotak Multicap Fund

-0.39
11
0.38
3
0.59
12
5.32
3
20.04
1
13.65
2

Aditya Birla Sun Life Multi-Cap Fund

-0.39
12
0.08
9
0.56
13
2.34
15
11.33
14
3.17
12

Baroda Bnp Paribas Multi Cap Fund

-0.44
13
0.21
6
1.03
9
3.69
8
14.13
11
3.44
11
21.42
5
11.84
5

Sbi Multicap Fund

-0.46
14
-0.59
15
-1.36
16
-1.01
16
10.28
15

Mahindra Manulife Multi Cap Badhat Yojana

-0.47
15
-0.13
11
0.08
15
3.35
9
12.12
13
5.54
9
23.31
2
14.29
2

Axis Multicap Fund

-0.59
16
0.00
10
0.89
11
2.83
13
13.90
12

L&T Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-0.62
13
-1.76
11
-2.27
11
28.57
6

Icici Prudential Multicap Fund

0.88
6
-0.38
6
1.48
4
25.71
7
13.83
7

Icici Prudential Midcap Fund

0.92
4
0.08
5
2.25
3
29.25
5
17.52
4

Invesco India Multicap Fund

0.39
8
-1.35
10
0.42
8
24.46
8
16.45
5

Iti Multi Cap Fund

-0.28
12
-4.19
12
-4.32
12
10.32
10

Mahindra Mutual Fund Badhat Yojana

0.89
5
0.34
4
0.82
5
35.60
2
22.21
2

Nippon India Multi Cap Fund

1.36
1
1.88
2
6.18
1
34.65
3
13.97
6

Quant Active Fund

0.97
3
2.14
1
4.24
2
50.38
1
30.16
1

L&T Equity Fund

0.14
10
-0.78
9
0.30
9
19.80
9
12.19
8

Bank Of India Flexi Cap Fund

0.76
7
0.55
3
0.65
6

Aditya Birla Sun Life Multi-Cap Fund

0.38
9
-0.63
7
-0.21
10

Kotak Multicap Fund

1.20
2

Baroda Bnp Paribas Multi Cap Fund

-0.12
11
-0.70
8
0.51
7
33.06
4
18.77
3
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-0.51
13
-1.45
11
-1.63
11
30.54
5

Icici Prudential Multicap Fund

0.96
6
-0.15
6
1.94
4
26.89
7
14.91
6

Icici Prudential Midcap Fund

1.00
5
0.32
5
2.74
3
30.46
6
18.65
4

Invesco India Multicap Fund

0.51
8
-1.01
10
1.12
7
26.15
8
18.05
5

Iti Multi Cap Fund

-0.09
12
-3.68
12
-3.28
12
12.75
10

Mahindra Mutual Fund Badhat Yojana

1.05
4
0.79
4
1.73
5
38.07
2
24.36
2

Nippon India Multi Cap Fund

1.43
1
2.08
2
6.57
1
35.55
3
14.74
7

Quant Active Fund

1.12
3
2.55
1
5.11
2
52.51
1
31.65
1

L&T Equity Fund

0.20
10
-0.60
9
0.67
9
20.66
9
12.98
8

Bank Of India Flexi Cap Fund

0.86
7
0.94
3
1.37
6

Aditya Birla Sun Life Multi-Cap Fund

0.50
9
-0.20
7
0.60
10

Kotak Multicap Fund

1.35
2

Baroda Bnp Paribas Multi Cap Fund

-0.03
11
-0.48
8
1.00
8
34.22
4
19.74
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-17.02
2
-29.04
5
-9.70
10
21.74
5
16.98
6

None

-20.36
4
-24.20
1
-7.60
1
19.85
1
15.13
1

Icici Prudential Multicap Fund

-19.79
3
-31.34
7
-7.87
2
21.67
4
16.55
4

Icici Prudential Midcap Fund

-24.13
10
-34.27
9
-9.42
9
24.02
9
18.80
9

Invesco India Multicap Fund

-22.30
8
-28.62
3
-8.60
6
21.80
6
17.05
7

Iti Multi Cap Fund

-20.97
6
-31.92
8
-9.37
8
22.33
7
17.31
8

Mahindra Manulife Multi Cap Badhat Yojana

-20.91
5
-26.18
2
-8.29
4
20.79
3
15.96
3

Nippon India Multi Cap Fund

-22.09
7
-36.48
10
-8.27
3
25.44
10
19.58
10

Quant Active Fund

-23.50
9
-29.21
6
-9.18
7
22.99
8
16.85
5

L&T Equity Fund

-16.96
1
-28.98
4
-8.30
5
19.97
2
15.33
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

0.65
3
0.30
3
0.49
3
0.49
1.52
4 0.98 4
0.94
2
0.13
7
18.01
6
0.01
5

None

0.59
4
0.28
4
0.49
4
0.47
3.25
3 0.91 9
0.91
5
0.16
4
20.92
4
0.02
4

Icici Prudential Multicap Fund

0.37
8
0.19
8
0.31
8
0.48
-1.90
7 1.01 2
0.94
3
0.12
8
16.01
8
-0.02
7

Icici Prudential Midcap Fund

0.44
5
0.22
5
0.35
6
0.48
-4.12
8 0.97 5
0.96
1
0.17
3
21.93
3
-0.05
8

Invesco India Multicap Fund

0.43
6
0.21
6
0.37
5
0.49
0.12
5 0.98 3
0.91
6
0.14
5
18.04
5
-0.00
6

Iti Multi Cap Fund

0.21
10
0.13
10
0.23
10
0.51
-8.89
9 0.97 6
0.89
7
0.04
9
8.31
9
-0.09
9

Mahindra Manulife Multi Cap Badhat Yojana

0.70
2
0.33
2
0.54
2
0.48
6.76
2 0.97 7
0.93
4
0.19
2
23.08
2
0.06
2

Nippon India Multi Cap Fund

0.39
7
0.21
7
0.32
7
0.48
-0.22
6 1.12 1
0.87
8
0.14
6
16.96
7
0.02
3

Quant Active Fund

0.90
1
0.45
1
0.67
1
0.46
17.80
1 0.96 8
0.78
9
0.31
1
32.31
1
0.17
1

L&T Equity Fund

0.31
9
0.16
9
0.28
9
0.50

Aditya Birla Sun Life Equity Fund Additional Return Analysis

Aditya Birla Sun Life Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 17/Aug/1998
Fund Category: Multi Cap Fund
Investment Objective: The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.
Fund Description: It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias with the aim to provide long-term capital appreciation.
Fund Benchmark: S&P BSE 200 Total Return Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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