{"id":224147,"date":"2026-08-31T13:50:12","date_gmt":"2026-08-31T08:20:12","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/"},"modified":"2026-08-31T13:50:12","modified_gmt":"2026-08-31T08:20:12","slug":"aditya-birla-sl-value-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Value Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-value-fund-g-direct-plan\">Aditya Birla SL Value Fund Direct Growth Plan<\/a> has a NAV of \u20b9158.8068 as of 28 Aug 2026 and a scheme AUM of \u20b96,738 Cr. Its 1-year, 3-year and 5-year returns are 18.89%, 16.89% and 16.07% respectively, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a growth-oriented equity fund with a long enough track record to judge across different market phases. The return pattern is strong over medium and long periods, while the portfolio mix across large-cap, mid-cap and small-cap stocks suggests meaningful equity participation rather than a defensive stance.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Value\" title=\"Should you BUY or HOLD Aditya Birla SL Value?\">Should you BUY or HOLD Aditya Birla SL Value?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_Value_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL Value Fund Direct Growth Plan?\">What is the current NAV of Aditya Birla SL Value Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_Nifty_50\" title=\"How has the fund performed versus Nifty 50?\">How has the fund performed versus Nifty 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#How_does_it_compare_with_other_value_funds_on_available_return_data\" title=\"How does it compare with other value funds on available return data?\">How does it compare with other value funds on available return data?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-value-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9158.8068<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b96,738 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% if units are sold on or before 90 days; nil after 90 days.<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Kunal Sangoi<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Kunal Sangoi.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>3.14%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>7.17%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>18.89%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>16.89%<\/td>\n<td>6.4%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>16.07%<\/td>\n<td>7.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent numbers are constructive. The fund has stayed positive across 1M, 3M and 1Y, while the benchmark has been weaker over the 1Y window and only mildly positive over 3M and 1M. That gap suggests the scheme has handled the latest market backdrop better than the benchmark.<\/p>\n<p>Over longer periods, the picture remains steady rather than erratic. The 3Y and 5Y returns are closely aligned in the mid-teens, which points to a consistent compounding profile instead of a one-off spike. The 1Y return is a little higher than the 3Y and 5Y figures, so the recent stretch has been somewhat stronger than the longer-term average.<\/p>\n<p>Against the benchmark, the fund is ahead in every period shown. The margin is widest in 1Y, and it remains clear over 3Y and 5Y as well. For investors, that combination matters because it shows both relative resilience in the near term and a long-run return profile that has stayed comfortably above the index path used here.<\/p>\n<p>The return pattern also suggests that the fund has not relied on a single short burst of outperformance. The 3M and 1M series indicate some short-term movement, but not the kind of sharp reversal that would break the longer trend. That makes the history easier to read for investors who want a fund with a clearer medium-term record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_Value\"><\/span>Should you BUY or HOLD Aditya Birla SL Value?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL Value? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-value-fund-g-direct-plan\">Aditya Birla SL Value Fund Direct Growth Plan<\/a><\/td>\n<td>18.8892%<\/td>\n<td>16.8932%<\/td>\n<td>16.0671%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/lic-mf-value-fund-g-direct-plan\">LIC MF Value Fund Direct Growth Plan<\/a><\/td>\n<td>25.4824%<\/td>\n<td>18.4626%<\/td>\n<td>15.0521%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-value-fund-g-direct-plan\">Quant Value Fund Direct Growth Plan<\/a><\/td>\n<td>25.179%<\/td>\n<td>23.2931%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-value-fund-g-direct-plan\">Aditya Birla SL Value Fund Direct Growth Plan<\/a><\/td>\n<td>18.8892%<\/td>\n<td>16.8932%<\/td>\n<td>16.0671%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mahindra-manulife-value-fund-g-direct-plan\">Mahindra Manulife Value Fund Direct Growth Plan<\/a><\/td>\n<td>18.6078%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-value-fund-g-direct-plan\">Axis Value Fund Direct Growth Plan<\/a><\/td>\n<td>14.8847%<\/td>\n<td>19.9964%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is below the stronger 1-year numbers in the peer set, especially where another value fund has delivered more than 25% over the same horizon. Still, its 3-year and 5-year returns remain firmly positive and better than the longer-period figure of the LIC MF peer, which helps support the case for steadier compounding.<\/p>\n<p>The short-term comparison tells a different story from the longer-term one. In the near term, the fund trails the fastest-moving peers, but over 3 years and 5 years it keeps a respectable pace and does not rely on a single surge. That makes it more of a steady performer than a recent momentum leader.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The portfolio is split across 48.61% large-cap, 16.93% mid-cap, 30% small-cap and 4.46% other holdings. That mix is tilted toward equity breadth rather than pure large-cap stability, with a sizable small-cap share that can increase movement in changing market conditions.<\/p>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Top holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>BANK<\/td>\n<td>19.2%<\/td>\n<td>CITY UNION BANK LTD. (6.07%), AXIS BANK LIMITED (2%)<\/td>\n<\/tr>\n<tr>\n<td>FINANCE<\/td>\n<td>14.82%<\/td>\n<td>MULTI COMMODITY EXCHANGE OF INDIA LIMITED (7.24%), SHRIRAM FINANCE LTD (2.31%)<\/td>\n<\/tr>\n<tr>\n<td>AUTOMOBILE &amp; ANCILLARIES<\/td>\n<td>14.39%<\/td>\n<td>WABCO INDIA LTD. (4.78%), MINDA CORPORATION LIMITED (1.79%)<\/td>\n<\/tr>\n<tr>\n<td>IT<\/td>\n<td>8.15%<\/td>\n<td>INFOSYS LIMITED (2.37%), TECH MAHINDRA LIMITED (1.99%)<\/td>\n<\/tr>\n<tr>\n<td>INFRASTRUCTURE<\/td>\n<td>4.98%<\/td>\n<td>IRB INFRASTRUCTURE DEVELOPERS LIMITED (1.26%), KALPATARU PROJECTS INTERNATIONAL LTD. (1.2%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The biggest sector is BANK at 19.2%, which is clearly larger than any other named sector, though it is not overwhelmingly dominant on its own. Finance and Automobile &amp; Ancillaries are the next two large blocks, so sector influence is spread across several business areas rather than concentrated in one theme.<\/p>\n<p>From a behaviour standpoint, the 30% small-cap allocation is the most important detail for volatility. Large-cap exposure is still the single biggest bucket, but the portfolio also carries enough mid-cap and small-cap weight to make returns more sensitive to market sentiment. That could support upside when risk appetite is strong, but it may also widen swings compared with a more defensive mix.<\/p>\n<p>BANK is likely to have greater influence on the portfolio because it is the largest sector at 19.2%, and its top holding carries a meaningful weight by itself. Finance and Automobile &amp; Ancillaries may also matter a great deal because their weights are close behind. Overall, the portfolio looks diversified across sectors, but not evenly spread across market-cap bands.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk equity exposure and can stay invested through uneven periods. The 1-year result is strong, but the longer-term returns matter more here because they show whether the fund can keep compounding beyond a single good year.<\/p>\n<p>The fund is better suited to a medium-to-long horizon rather than a short holding period. Its return history has stayed positive across 1Y, 3Y and 5Y, yet the benchmark comparison and the 30% small-cap allocation both suggest that shorter-term swings are part of the experience.<\/p>\n<p>The main trade-off is straightforward: investors get a fund that has beaten its benchmark across the periods shown, but they have to accept higher movement in exchange for that return profile. It is more appropriate for someone who wants equity growth potential and can tolerate a portfolio that is not heavily tilted toward defensive large-cap exposure.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 1% if units are sold on or before 90 days; nil after 90 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Aditya_Birla_SL_Value_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL Value Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9158.8068 as of 28 Aug 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s returns are 18.89% for 1 year, 16.89% for 3 years and 16.07% for 5 years.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_Nifty_50\"><\/span>How has the fund performed versus Nifty 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has stayed ahead of Nifty 50 across the periods shown. The benchmark\u2019s 1-year return is -2.29%, compared with the fund\u2019s 18.89%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_other_value_funds_on_available_return_data\"><\/span>How does it compare with other value funds on available return data?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Some peers have shown higher short-term and medium-term returns, especially over 1 year and 3 years. Even so, this fund has maintained positive longer-term returns and has not depended on a single brief surge.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Kunal Sangoi. The exit load is 1% if units are sold on or before 90 days, and nil after 90 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Aditya Birla SL Value Fund Direct Growth Plan has a stronger recent return than its benchmark and a stable mid- to long-term record, which makes the overall pattern easier to read than a one-year snapshot alone. Compared with peers, the fund looks steady rather than the most aggressive short-term performer. The High Risk tag and the 30% small-cap allocation mean investors should be comfortable with volatility, but the diversified sector spread and consistent 3-year and 5-year results support a genuine equity-growth profile.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 1:49 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL Value Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-value-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":158.8068,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"6738 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":18.8892},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":16.8932},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":16.0671},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Kunal Sangoi\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL Value Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9158.8068 as of 28 Aug 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 18.89% for 1 year, 16.89% for 3 years and 16.07% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has stayed ahead of Nifty 50 across the periods shown. The benchmark\u2019s 1-year return is -2.29%, compared with the fund\u2019s 18.89%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with other value funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Some peers have shown higher short-term and medium-term returns, especially over 1 year and 3 years. Even so, this fund has maintained positive longer-term returns and has not depended on a single brief surge.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Kunal Sangoi. The exit load is 1% if units are sold on or before 90 days, and nil after 90 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Value Fund Direct Growth Plan has a NAV of \u20b9158.8068 as of 28 Aug 2026, AUM of \u20b96,738 Cr, and 5-year return of 16.07%.<\/p>\n","protected":false},"author":29,"featured_media":224145,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224147","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["224145"],"rank_math_title":["Aditya Birla SL Value Fund Review 2026"],"rank_math_description":["Aditya Birla SL Value Fund Direct Growth Plan NAV \u20b9158.8068; 1Y return 18.89%. 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