Aditya Birla Sun Life Consumption Fund Direct Growth

Scheme code: INF209K01WC7 NAV value: ₹ 218.6100 NAV date: 19 March, 2026 TER: 0.80%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-22.53	81.33	15.86	19.53	13.63
3 year	-1.14	31.96	17.74	17.88	18.78
5 year	4.17	27.15	17.74	17.49	15.46
7 year	12.25	21.51	16.75	16.86	13.55
10 year	14.26	20.45	17.50	17.73	14.92
12 year	16.77	20.02	18.37	18.40	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.53
3 year	6.28	30.95	15.04	17.88
5 year	8.38	26.02	14.22	17.49
7 year	10.18	15.62	12.93	16.86
10 year	11.42	12.93	12.18	17.73
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.53
3 year	6.56	19.64	13.57	17.88
5 year	9.22	12.29	10.75	17.49

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.53
3 year	7.68	21.49	15.06	17.88
5 year	10.37	13.5	11.93	17.49

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.53
3 year	8.04	32.03	17.81	17.88
5 year	8.18	28.64	15.34	17.49
7 year	10.64	16.42	13.77	16.86
10 year	12.56	14.06	13.31	17.73

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,98,516 - Absolute Returns: ₹98,516 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,37,847 - Absolute Returns: ₹10,37,847 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,77,430 - Absolute Returns: ₹31,77,430 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,53,70,900 - Absolute Returns: ₹69,70,900 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,95,68,066 - Absolute Returns: ₹1,75,68,066 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,31,06,611 - Absolute Returns: ₹2,87,06,611 - CAGR: %

Drawdown Metrics

Max Drawdown

-34.52 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.68 %

Calmar Ratio by Duration

1 Y

0.5658

3 Y

0.518

5 Y

0.5067

7 Y

0.4885

10 Y

0.5137

12 Y

0.5331

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.80	0.86	81.9	82.7	2.55 %	4.00 %
3 years	3.67	0.79	83.2	76.5	13.96 %	11.28 %
5 years	3.76	0.83	83.4	77.3	12.70 %	9.44 %
7 years	4.26	0.84	84.0	78.4	14.32 %	10.74 %
10 years	4.41	0.85	86.1	80.0	15.64 %	12.06 %
12 years	3.40	0.85	86.1	80.1	12.88 %	10.00 %
15 years	2.46	0.85	86.1	80.1	10.17 %	7.92 %