Value Fund · head to head · AMFI NAVs
Aditya Birla Sun Life Value Fund vs Nippon India Value Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Regular plans: over the last 5 years Aditya Birla Sun Life Value Fund is worth ₹8.16 L (XIRR 12.7%) and Nippon India Value Fund ₹7.54 L (XIRR 9.3%) — Aditya Birla Sun Life Value Fund ahead by ₹62,506. Across every 5-year SIP since Apr 2008, Aditya Birla Sun Life Value Fund finished ahead in 73 of 163 and Nippon India Value Fund in 90.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Aditya Birla Sun Life Value Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Aditya Birla Sun Life Value Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Regular plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Aditya Birla Sun Life Value Fund | XIRR | Nippon India Value Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.22 L | 4.0% | ₹1.13 L | -13.1% | ₹1.22 L / ₹1.13 L |
| 3 years | ₹3,60,000 | ₹3.90 L | 5.6% | ₹3.56 L | -0.7% | ₹3.90 L / ₹3.56 L |
| 5 years | ₹6,00,000 | ₹8.16 L | 12.7% | ₹7.54 L | 9.3% | ₹8.05 L / ₹7.50 L |
| 10 years | ₹12,00,000 | ₹23.53 L | 13.1% | ₹24.93 L | 14.2% | ₹22.29 L / ₹23.51 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 163 SIPs, the first starting Apr 2008. Aditya Birla Sun Life Value Fund finished ahead in 45% of them; the median gap was 1.4 percentage points a year in Nippon India Value Fund's favour.
Downside on the same dates: Aditya Birla Sun Life Value Fund's worst 5-year SIP returned -15.6% a year (started Apr 2015) and 15 of 163 lost money; Nippon India Value Fund's worst returned -7.9% (started Apr 2015) and 3 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Aditya Birla Sun Life Value Fund minus Nippon India Value Fund, percentage points a year.
| Window | SIPs compared | Ahead (Aditya / Nippon) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 187 | 48% / 52% | -0.4 pp | -14.8 ppstarted Mar 2017 | +22.6 ppstarted Jul 2011 |
| 5-year SIPs | 163 | 45% / 55% | -1.4 pp | -9.4 ppstarted Mar 2015 | +13.3 ppstarted Jul 2009 |
Against an index fund, and the cost of the Regular plan
- Aditya Birla Sun Life Value Fund beat a plain Nifty 500 index fund in 98% of 49 rolling 3-year SIPs (median gap +3.6 pp a year) — Aditya Birla Sun Life Value Fund vs Nifty 500 index fund.
- Nippon India Value Fund beat a plain Nifty 500 index fund in 96% of 49 rolling 3-year SIPs (median gap +5.5 pp a year) — Nippon India Value Fund vs Nifty 500 index fund.
- Nippon India Value Fund: the Regular plan of the same 10-year SIP ended ₹1,10,519 below Direct.
Questions
Which has given better SIP returns, Aditya Birla Sun Life Value Fund or Nippon India Value Fund?
Over the last 5 years a ₹10,000 monthly SIP (Regular plans) is worth ₹8.16 L in Aditya Birla Sun Life Value Fund (XIRR 12.7%) and ₹7.54 L in Nippon India Value Fund (XIRR 9.3%). Past returns don't tell you which will do better next.
Has Aditya Birla Sun Life Value Fund beaten Nippon India Value Fund consistently?
In 45% of 163 rolling 5-year SIPs started on the same dates (from Apr 2008), Aditya Birla Sun Life Value Fund ended ahead of Nippon India Value Fund (Regular plans). The median difference was -1.4 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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