Aditya Birla Sun LifeSectoralModerate Risk

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth

Current NAV₹1416.81as of 30/5/2026

AUM3470.40 Cr

AUM

3470.40 Cr

Expense Ratio

0.98%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Moderate

Volatility: 18.86 | Sharpe Ratio: 0.27

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility18.86

Sharpe Ratio0.27

Portfolio Turnover76%

BenchmarkNifty Auto TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 96.00% | T-Bills: 4.00%

Investment Objective

Aims to provide capital appreciation by investing in Sectoral securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.8.5%

2. ICICI Bank Ltd.7.2%

3. State Bank of India5.8%

4. Axis Bank Ltd.5.2%

5. Kotak Mahindra Bank Ltd.4.9%

6. IndusInd Bank Ltd.4.5%

7. Infosys Ltd.4.1%

8. TCS Ltd.3.8%

9. Bharti Airtel Ltd.3.5%

10. Reliance Industries Ltd.3.2%

Overview

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth overview and fund details

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth ek sectoral mutual fund hai jo auto sector me invest karta hai. Iska primary objective hai long-term capital appreciation. Yeh fund un investors ke liye suitable hai jo high growth potential aur sector-specific exposure chahte hain. Fund ka asset under management (AUM) ₹3470.4 crore hai, aur iska expense ratio 0.98% hai, jo ki kaafi competitive hai. Is fund ko manage karte hain Mahesh Patil, jinka is fund me tenure 3.5 saal hai. Is fund ki growth direct plan ke through hoti hai, jisse investors ko apne investments par accha return mil sakta hai. Chaliye, ab is fund ke risk aur volatility ko samajhte hain.

Performance & Analysis

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth historical performance and returns

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth ki performance ko dekhte hain. Is fund ka 1-year return -2.82% hai, jo ki market volatility ko dikhata hai. Lekin agar hum 3-year aur 5-year returns ki baat karein, toh yeh 11.53% aur 7.29% hai, respectively. Yeh returns benchmark Nifty Auto TRI se compare karne par visible hote hain. Ab aap soch rahe honge ki consistency ka kya? Fund ka performance kaafi consistent raha hai, khas taur par long-term horizon ke liye. Fund manager Mahesh Patil ka contribution bhi significant hai, unki investment strategy ne fund ko ache returns dene me madad ki hai. Lekin, short term me negative returns dekhne se aapko yeh samajhna hoga ki yeh fund market ke dynamics par depend karta hai. Agar hum baat karein volatility ki, toh yeh fund moderately volatile hai, jo ki choti-moti fluctuations ko manage kar sakta hai. Investors jo long-term SIP exposure chahte hain, unke liye yeh fund kaafi suitable ho sakta hai.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth ke top holdings aur portfolio

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth ke top holdings me kuch major companies hain. Is fund ka top holding HDFC Bank Ltd. hai, jiska allocation 8.5% hai, fir ICICI Bank Ltd. (7.2%), State Bank of India (5.8%), Axis Bank Ltd. (5.2%), aur Kotak Mahindra Bank Ltd. (4.9%). Yeh holdings fund ki strategy ko support karte hain, jo ki auto sector ki growth potential ko capitalize karna hai. Portfolio ka diversification bhi kaafi accha hai, kyunki yeh multiple companies me invest karta hai jo ki market fluctuations se protect karta hai. Iske alawa, sector allocation bhi achha hai, jo ki performance ko enhance kar sakta hai. Chaliye ab is fund ki historical performance ko dekhte hain.

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth risk analysis and volatility

Is fund ka riskometer moderate level par hai, iska matlab hai ki yeh fund thoda risky hai lekin long-term investors ke liye manageable hai. Aapne dekha hoga ki sectoral mutual funds ki volatility kabhi kabhi zyada hoti hai, kyunki yeh specific sectors par focused hote hain. Agar baat karein Sharpe ratio ki, toh data not available hai, lekin investors ko is fund se judne se pehle apne risk profile ko samajhna zaroori hai. Yeh fund un logon ke liye hai jo risk le sakte hain aur long-term growth ki talash me hain. Haan, agar aap conservative investor hain toh aapko ye fund sahi nahi lagega.

Who Should Invest?

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth long term investment outlook

Long-term investment outlook ki baat karein, toh Aditya Birla Sun Life Auto Fund - Direct Plan - Growth ke liye kuch positive trends dekhne ko milte hain. Historically, auto sector ne growth potential dikhaya hai, jo ki ongoing infrastructure projects aur increasing urbanization se supported hai. Is fund ki sector exposure aane wale samay me kaafi promising ho sakti hai. Investors jo long-term growth ki talash me hain, unhe yeh fund consider karna chahiye. Updated in May 2026, yeh fund un investors ke liye suitable ho sakta hai jo sectoral funds me invest karne ka plan bna rahe hain. Lekin, hamesha yaad rakhein ki kisi bhi investment me risks hote hain, toh thorough research zaroori hai. Samajhna hoga ki yeh fund market ki conditions par depend karega, isliye investors ko apne investment horizon ke according decision lena chahiye.

Pros & Cons

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth – fayde aur nuksan

Fayde:
- High growth potential sectoral exposure
- Low expense ratio (0.98%)
- Managed by experienced fund manager (Mahesh Patil)
- Good long-term historical performance
Nuksan:
- 1Y negative returns (-2.82%)
- Moderate risk, not suitable for conservative investors
- Sector-specific volatility

Frequently Asked Questions

Aditya Birla Sun Life Auto Fund - Direct Plan - Growth FAQs for beginners

SIP karne se is fund ka kya fayda hai?

SIP se aap regular investments kar sakte hain, jo compounding benefits de sakta hai. Yeh long-term wealth creation me madad karta hai, khas taur par high growth sector me invest karne par.

Is fund me investment karne se kis risk ka samna karna pad sakta hai?

Is fund ka riskometer moderate hai, jo indicate karta hai ki isme moderate risk hai. Sectoral volatility ki wajah se short-term me fluctuations dekhne ko mil sakte hain.

Kya is fund par tax lagta hai?

Haan, agar aap is fund me profit kamate hain, toh capital gains tax applicable hoga. Short-term gains par higher tax lagta hai, jabki long-term investments par lower tax rate lagta hai.

Returns

Period	Fund Return (%)	Benchmark (Nifty Auto TRI) (%)
1 Year	-2.82%	—
3 Years	11.53%	—
5 Years	7.29%	—
Since Launch	13.3%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 11.5%

Invested: ₹956k

Gains: ₹13946k

Total Invested

₹956245.48

Total Returns

+ ₹13945889.98

Maturity Value

₹14902135.46

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 11.5% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.