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EquitySectoral/ ThematicDirect · Growth

Aditya Birla Sun Life Infrastructure Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 119514

122.02 0.15%NAV · 2026-09-18
60
Decent FundScore
Start SIP
AUM
₹1,231 cr
Expense ratio
1.53%
3Y CAGR
20.1%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Mahesh Patil, Vineet MalooExit load: Exit load of 1% if redeemed within 30 days.
Decent · 60/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 19.9% CAGR over 5 years.
  • Compounding well recently — 20.1% CAGR over 3 years.
  • 3Y CAGR: +20.1%
  • Positive 3Y windows: 91% of rolling 3Y windows positive

📉 What could drag it down

  • Can fall sharply — dropped 54% in its worst stretch. Stomach needed.
  • Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • Sharpe ratio: 0.56
  • Sortino ratio: 0.69

FundScore breakdown

60/100 · Decent
How it works →
91
Returns
Excellent
55
Consistency
Average
47
Risk-adjusted
Average
31
Downside protection
Weak
58
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.