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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi-Cap Fund

Aditya Birla Sun Life Mutual Fund · Direct plan · Growth

3-year returns
14.6%
a year
NAV
₹23.03
▲ 1.9% · 18 Sept 2026
Fund size
₹7,531 Cr
Expense ratio
0.67%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹21.44 and has returned 13.38% a year over 3 years.

Returns, and where it stands

Against the average multi cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year8.3%5.3%ahead10 of 31
3 years14.6%14.6%behind10 of 21
5 years13.2%14%behind5 of 8
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.2%-0.2%
3 months5.6%5.4%
6 months16.9%16.3%
1 year8.3%7.2%
2 yearsp.a.3.7%2.6%
3 yearsp.a.14.6%13.4%
5 yearsp.a.13.2%11.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from May 2021.

Plan

NAV history

▲ 8.27% in the last 1Y

18.721.023.318 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹34,077
XIRR (per year)
11.62%
Value today
₹2,14,077

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
14.5% a year
about the same as the multi cap fund average
Worst fall so far
−20%
Sept 2024 to Feb 2025, against −22.8% for the category.
Years that made money
89.6%
Of every one-year stretch it has been through.
Over any three years
11.8% to 23.4%
A year, at worst and at best. Typically 18.1%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
7 May 2021
Portfolio turnover
0.59x
Expense ratio
0.67%
as of 31 Jul 2026

Managed by Harshil Suvarnkar, Abhinav Khandelwal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Aditya Birla Sun Life Multi-Cap Fund against other funds in the Multi Cap Fund category
Fund1Y3Y5YExpenseFund size
Axis Multicap Fund8.94%19.49%1.1%₹11,985 Cr
HSBC Multi Cap Fund7.44%18.31%0.84%₹6,503 Cr
LIC MF Multi Cap Fund8.53%18.19%0.82%₹2,254 Cr
Bank of India Multi Cap Fund10.87%17.55%0.74%₹1,335 Cr
Mahindra Manulife Multi Cap Fund11.76%17.37%16.11%0.87%₹7,662 Cr
ITI Multi Cap Fund10.97%16.95%14.3%0.84%₹1,543 Cr
Aditya Birla Sun Life Multi-Cap Fund8.27%14.63%13.24%0.67%₹7,531 Cr

About Aditya Birla Sun Life Multi-Cap Fund

Aditya Birla Sun Life Multi-Cap Fund is a multi cap fund managed by Aditya Birla Sun Life Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

The objective of the scheme is to achieve long term growth of capital, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap companies. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The scheme's stated objective, as published by Aditya Birla Sun Life Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹23.03148921
DirectIDCW Payout₹18.95148920
RegularGROWTH₹21.44148918
RegularIDCW Payout₹17.64148919

Frequently asked questions

What is the NAV of Aditya Birla Sun Life Multi-Cap Fund today?

The NAV of Aditya Birla Sun Life Multi-Cap Fund (Direct plan, Growth) is ₹23.03 and the Regular plan NAV is ₹21.44, as of 18 Sept 2026.

What returns has Aditya Birla Sun Life Multi-Cap Fund given?

Over the last year the Direct plan returned 8.27%, and 14.63% a year over 3 years and 13.24% a year over 5 years. That places it 10 of 21 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Aditya Birla Sun Life Multi-Cap Fund?

The Direct plan charges 0.67% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Aditya Birla Sun Life Multi-Cap Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹500 or more.

How much has Aditya Birla Sun Life Multi-Cap Fund fallen in the past?

Its deepest fall was 20% from 24 Sept 2024 to 28 Feb 2025. Of every one-year stretch in its history, 90% ended in a gain.

Which category does Aditya Birla Sun Life Multi-Cap Fund belong to?

It is a Multi Cap Fund from Aditya Birla Sun Life Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Aditya Birla Sun Life Multi-Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.