Aditya Birla Sun Life Mutual Fund
Liquid · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · CRISIL Liquid Fund TRI
Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan is an open-ended liquid scheme managed by Aditya Birla Sun Life Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +6.3% | +5.0% | +1.3% |
| 3 Years | +7.0% | +3.8% | +3.2% |
| Since inception | +7.0% | +4.0% | +3.0% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
11.2%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.89
Category avg beta 0.90.
Sharpe (risk-adjusted)
0.88
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-22.8%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1.3%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| ITC Ltd. | Consumer Staples | 13.9% |
| Asian Paints Ltd. | Materials | 7.1% |
| Maruti Suzuki India Ltd. | Automobiles | 4.6% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 14.1% |
| Hindustan Unilever Ltd. | Consumer Staples | 9.1% |
| Mahindra & Mahindra Ltd. | Automobiles | 8% |
| UltraTech Cement Ltd. | Materials | 14.5% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2016
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor P
2026-06-15
Clean disclosure layout — finally see TER and risk together.
Investor Q
2026-01-15
Compare tray makes advisor conversations faster.
Investor R
2026-08-15
Wish rolling returns were longer — still better than PDF brochures.
Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan
Research-only · No transactions