MF
MFGenie.ai
Flexi Capregulargrowth📊 NIFTY 500 TRI

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Aditya Birla Sun Life Mutual Fund

#4 of 38 (1Y)

₹1846.9900

15.35 (-0.82%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹1846.9900

15.35 (-0.82%)

29 May 2026

AMFI: 103166

Direct · Growth

₹₹2078.2100

17.19 (-0.82%)

29 May 2026

AMFI: 120564

Regular · IDCW

₹₹159.1200

1.32 (-0.82%)

29 May 2026

AMFI: 103165

Direct · IDCW

₹₹226.2700

1.87 (-0.82%)

29 May 2026

AMFI: 120565

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.73%
1 Month-0.79%
3 Months-1.31%
6 Months-1.85%
1 Year+5.39%
3 Years (CAGR)+16.86%
5 Years (CAGR)+13.03%
10 Years (CAGR)+14.46%
Since Inception (Sept 1998)+20.72%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+3.88%
3 Year SIP+10.33%
5 Year SIP+12.37%
Since Inception (Sept 1998)+17.84%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹33,200

Invested

₹6,73,936

Value today

17.8%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹18,470

Value today

20.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹16,60,000

Withdrawn

₹15,10,02,218

Corpus left

+₹15,16,62,218 net gain — withdrew ₹16,60,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,20,26,668

Value today

-26.0%

vs lumpsum

Direct lumpsum would have beaten STP by 26.0% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹6,73,936

Benchmark

₹3,97,186

+₹2,76,750 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,79,399

Value today

3.8×

Multiple

Staying invested through that crash turned ₹1L into ₹3,79,399 — a 3.8× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,30,755

Regular plan

₹1,24,060

Direct earns ₹6,695 more on a ₹60K investment1.12% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹24,662 Cr
Expense Ratio1.65%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNIFTY 500 TRI ✓
Launch Date14 Sept 1998
AMFI Code103166

Risk Metrics

Trailing 1 year, annualised

-0.06

Sharpe Ratio

+0.03

Alpha

0.44

Beta

-0.06

Sortino

13.87%

Std Dev

-13.29%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

6.21%

ICICI Bank Limited

INE090A01021

5.84%

HDFC Bank Limited

INE040A01034

3.81%

HDFC Bank Limited

INE040A01034

3.61%

Kotak Mahindra Bank Limited

INE237A01036

3.55%

Kotak Mahindra Bank Limited

INE237A01036

3.45%

Infosys Limited

INE009A01021

3.35%

Reliance Industries Limited

INE002A01018

3.33%

Reliance Industries Limited

INE002A01018

3.19%

Infosys Limited

INE009A01021

2.84%

State Bank of India

INE062A01020

2.71%

State Bank of India

INE062A01020

2.68%

Bharti Airtel Limited

INE397D01024

2.40%

HCL Technologies Limited

INE860A01027

2.39%

Bharti Airtel Limited

INE397D01024

2.28%

Hindalco Industries Limited

INE038A01020

2.23%

Hindalco Industries Limited

INE038A01020

2.16%

Bharat Forge Limited

INE465A01025

2.12%

Bharat Forge Limited

INE465A01025

2.10%

HCL Technologies Limited

INE860A01027

1.92%

Godrej Consumer Products Limited

INE102D01028

1.87%

Godrej Consumer Products Limited

INE102D01028

1.82%

SBI Life Insurance Company Limited

INE123W01016

1.77%

Axis Bank Limited

INE238A01034

1.77%

Jindal Steel & Power Limited

INE749A01030

1.73%

Axis Bank Limited

INE238A01034

1.73%

Mahindra & Mahindra Limited

INE101A01026

1.71%

Jindal Steel & Power Limited

INE749A01030

1.71%

SBI Life Insurance Company Limited

INE123W01016

1.70%

Lenskart Solutions Ltd

INE956O01016

1.70%

Tech Mahindra Limited

INE669C01036

1.70%

Sona BLW Precision Forgings Limited

INE073K01018

1.66%

Ather Energy Ltd

INE0LEZ01016

1.64%

Ather Energy Ltd

INE0LEZ01016

1.64%

Tech Mahindra Limited

INE669C01036

1.62%

Mahindra & Mahindra Limited

INE101A01026

1.61%

Radico Khaitan Limited

INE944F01028

1.60%

Larsen & Toubro Limited

INE018A01030

1.59%

Lenskart Solutions Ltd

INE956O01016

1.58%

The Federal Bank Limited

INE171A01029

1.58%

The Federal Bank Limited

INE171A01029

1.57%

Larsen & Toubro Limited

INE018A01030

1.55%

Tata Consumer Products Limited

INE192A01025

1.51%

Persistent Systems Limited

INE262H01021

1.50%

Tata Consumer Products Limited

INE192A01025

1.49%

ICICI Lombard General Insurance Company Limited

INE765G01017

1.49%

Sona BLW Precision Forgings Limited

INE073K01018

1.46%

Mankind Pharma Ltd

INE634S01028

1.46%

Apollo Hospitals Enterprise Limited

INE437A01024

1.45%

Mankind Pharma Ltd

INE634S01028

1.45%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan is a Flexi Cap mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 27 years. It manages assets worth ₹24,662 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.65%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations