Aditya Birla Sun Life Consumption Fund Direct Plan Growth

Aditya Birla Sun Life Consumption Fund Direct Plan Growth

Get the latest NAV of Aditya Birla Sun Life Consumption Fund Direct Plan Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹230.02

▲1.6%1D

NAV as on 06 Oct 2026

15.37%/per year

Since Inception

Absolute Gain%

▲▼

818 people have invested ₹ 52.7L in Aditya Birla Sun Life Consumption Fund in the last three months

Aditya Birla Sun Life Consumption Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (06-Oct-26)

The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-3.55%
-4.42%
5.06%
-8.57%
7.95%
8.82%
Nifty 500
-4.52%
-5.25%
4.76%
-4.17%
8.69%
7.97%
Equity - Consumption Avg
-3.65%
-3.87%
8.68%
-7.19%
8.2%
9.3%
Best in Equity - Consumption
-1.45%
9.09%
35.05%
1.91%
14.59%
12.42%
Worst in Equity - Consumption
-6.73%
-7.85%
-0.03%
-13.12%
4.27%
7.37%
Category Rank
8/11
8/11
7/9
7/9
4/7
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Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Aditya Birla Sun Life Consumption Fund
8/11
6,085Cr
0.94%
-8.57%
7.95%
-2.29
0.91
0.16
0.21
-0.72
Tata India Consumer Fund
1/11
2,901Cr
0.92%
2.66%
13.48%
3.22
0.93
0.46
0.70
0.42
Mirae Asset Great Consumer Fund
2/11
4,742Cr
0.66%
-5.25%
9.98%
-0.34
0.99
0.28
0.39
-0.12
ICICI Prudential Bharat Consumption Fund Cumulative
3/11
3,238Cr
1.32%
-6.76%
8.78%
-1.43
0.90
0.21
0.29
-0.54

Aditya Birla Sun Life Consumption Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

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Profit


Total Corpus

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Absolute Return
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Aditya Birla Sun Life Consumption Fund Asset Allocation

See fund asset allocation details as on (04-Oct-26)

Fund Distribution

as on (04-Oct-26)

Large cap
66%

Mid cap
19.6%

Small cap
13.1%

Aditya Birla Sun Life Consumption Fund Sector Allocation

See fund sector allocation details as on (04-Oct-26)

Sector Allocation

Consumer Cyclical
34.3%
Consumer Defensive
26.1%
Financial Services
18.3%
Communication
6.9%
Health
6.3%
Industrial
4.2%
Basic Materials
3%
Real Estate
0.6%
Tech
0.3%

Top 3 Sectors in September were Consumer Cyclical, Consumer Defensive & Financial Services

Sep'26

Consumer Cyclical

40%

Consumer Defensive

25%

Financial Services

13%

Aug'26

Consumer Cyclical

40%

Consumer Defensive

25%

Financial Services

13%

Aditya Birla Sun Life Consumption Fund Holdings Details

as on (30-Sep-26)

Holdings
Weight%
1M Change
Eternal Ltd
7.05%
0%
Bharti Airtel Ltd
5.12%
0%
Mahindra & Mahindra Ltd
4.57%
0%
TVS Motor Co Ltd
3.83%
0%
ICICI Bank Ltd
3.82%
0%
Top Stocks bought last month
Bajaj Finance Ltd's allocation increased from 0.54% to 0.79%
Bajaj Finance Ltd's allocation increased from 0.54% to 0.79%
Top Stocks sold last month
Nestle India Ltd's allocation decreased from 2.1 % to 1.62 %
Nestle India Ltd's allocation decreased from 2.1 % to 1.62 %
Info Edge (India) Ltd's allocation decreased from 1.51 % to 1.29 %
Info Edge (India) Ltd's allocation decreased from 1.51 % to 1.29 %
Mrs Bectors Food Specialities Ltd Ordinary Shares's allocation decreased from 0.9 % to 0.84 %
Mrs Bectors Food Specialities Ltd Ordinary Shares's allocation decreased from 0.9 % to 0.84 %

Aditya Birla Sun Life Consumption Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.94%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹6085 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹1,000/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
17.72%
Risk
Risk meter
pointer
Very High Risk

About Aditya Birla Sun Life Consumption Fund

Aditya Birla Sun Life Consumption Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Chanchal Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Aditya Birla Sun Life Consumption Fund has ₹6085 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Aditya Birla Sun Life Consumption Fund has given a CAGR return of 15.37% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -8.57%, 7.95% and 8.82% respectively.

Holdings

Aditya Birla Sun Life Consumption Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Financial Services, Communication, Health, Industrial, Corporate, Basic Materials, Tech, Real Estate. Its top holdings are Eternal Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd, TVS Motor Co Ltd, ICICI Bank Ltd

Taxation

As it is a equity - consumption mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Aditya Birla Sun Life Consumption Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Consumption Fund has no lock in period.

Fund Manager

Chanchal Khandelwal

Fund Manager of Aditya Birla Sun Life Consumption Fund, since 26 August 2015

Learn more about Aditya Birla Sun Life Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 6.1K Cr
₹ 6.1K Cr
₹ 6.2K Cr
  • AUM of the fund stands at 6.1K Cr as of Sep'26
  • AUM has remained same between Sep'26 and Aug'26

Compare Aditya Birla Sun Life Consumption Fund

Aditya Birla Sun Life Consumption Fund

VS

Mirae Asset Great Consumer Fund

Frequently Asked Questions for Aditya Birla Sun Life Consumption Fund Direct Plan Growth

How do I invest in Aditya Birla Sun Life Consumption Fund?

INDmoney makes it simple to invest in the Aditya Birla Sun Life Consumption Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Aditya Birla Sun Life Consumption Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Aditya Birla Sun Life Consumption Fund?

The NAV of the fund today is ₹230.02. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Aditya Birla Sun Life Consumption Fund fund has generated a return of -8.57% in 1 year, 7.95% in 3 years, 8.82% in 5 years.

Who is the fund manager of Aditya Birla Sun Life Consumption Fund?

The fund managers are Chanchal Khandelwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.94%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹6085 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Aditya Birla Sun Life Consumption Fund?

The top 3 holdings of the fund are Eternal Ltd(7.05%), Bharti Airtel Ltd(5.12%), Mahindra & Mahindra Ltd(4.57%)