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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life US Equity Passive FOF

Aditya Birla Sun Life Mutual Fund · Direct plan · Growth

3-year returns
30.3%
a year
NAV
₹23.19
▲ 0.06% · 18 Sept 2026
Fund size
₹523 Cr
Expense ratio
0.57%
a year

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹22.76 and has returned 29.85% a year over 3 years.

Returns, and where it stands

Against the average fund of funds (overseas), and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year30.4%23.9%ahead12 of 48
3 years30.3%23.6%ahead6 of 43
Every period, and the Regular plan →
PeriodDirectRegular
1 month0%0%
3 months-1.1%-1.2%
6 months23.4%23.2%
1 year30.4%30%
2 yearsp.a.31.7%31.3%
3 yearsp.a.30.3%29.8%

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 Nov 2021.

Plan

NAV history

▲ 30.42% in the last 1Y

17.820.923.918 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
₹1,00,403
XIRR (per year)
31.12%
Value today
₹2,80,403

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
18.7% a year
0.7% more than the category average — the bumpier side
Worst fall so far
−28.9%
Nov 2021 to Jun 2022.
Years that made money
88%
Of every one-year stretch it has been through.
Over any three years
10.2% to 37.2%
A year, at worst and at best. Typically 26.8%.

Fund details

Minimum top-up
₹100
Lock-in
None
Plan started
1 Nov 2021
Expense ratio
0.57%
as of 31 Jul 2026

Managed by Mehul Dama, Priya Sridhar

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 US Equity Passive FOF against other funds in the Fund of Funds (Overseas) category
Fund1Y3Y5YExpenseFund size
DSP World Gold Mining Overseas Equity Omni FoF57.46%56.87%31.69%2.61%₹1,828 Cr
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund42.68%38.19%0.69%₹480 Cr
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund65.43%35.15%0.98%₹328 Cr
Navi NASDAQ100 US Specific Equity Passive FOF31.85%31.11%0.16%₹1,252 Cr
Kotak US Specific Equity Passive FOF30.42%30.61%20.25%0.64%₹4,542 Cr
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund30.39%30.44%0.4%₹469 Cr
Aditya Birla Sun Life US Equity Passive FOF30.42%30.32%0.57%₹523 Cr

About Aditya Birla Sun Life US Equity Passive FOF

Aditya Birla Sun Life US Equity Passive FOF is a fund of funds (overseas) managed by Aditya Birla Sun Life Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

The investment objective of the scheme is to provide long-term capital appreciation by investing in units of overseas ETFs and/or Index Fund based on NASDAQ-100 Index.

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

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹23.188149291
DirectIDCW₹23.1911149289
RegularGROWTH₹22.7602149290
RegularIDCW₹22.7584149292

Frequently asked questions

What is the NAV of Aditya Birla Sun Life US Equity Passive FOF today?

The NAV of Aditya Birla Sun Life US Equity Passive FOF (Direct plan, Growth) is ₹23.188 and the Regular plan NAV is ₹22.7602, as of 18 Sept 2026.

What returns has Aditya Birla Sun Life US Equity Passive FOF given?

Over the last year the Direct plan returned 30.42%, and 30.32% a year over 3 years. That places it 6 of 43 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Aditya Birla Sun Life US Equity Passive FOF?

The Direct plan charges 0.57% 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.

How much has Aditya Birla Sun Life US Equity Passive FOF fallen in the past?

Its deepest fall was 28.9% from 23 Nov 2021 to 17 Jun 2022. Of every one-year stretch in its history, 88% ended in a gain.

Which category does Aditya Birla Sun Life US Equity Passive FOF belong to?

It is a Fund of Funds (Overseas) from Aditya Birla Sun Life Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

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 US Equity Passive FOF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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.