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Aditya Birla Sun Life Banking and Financial Services Fund
Aditya Birla Sun Life·
Sectoral/Thematic
1Y
-2.51%
3Y
+12.02%
5Y
+11.30%
Since Inception
+14.09%
Sharpe
0.42
Sortino
0.66
Max Drawdown
-22.23%
Volatility
16.58%
Alpha
-0.50%
Beta
0.95
Info Ratio
-0.13
Up / Down Capture
96 / 98
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹3.6K Cr (January - March 2026)
Expense ratio (Direct)1.00%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#136 of 225
Top 60%
3Y CAGR
#94 of 128
Top 73%
5Y CAGR
#69 of 99
Top 70%
Sharpe
#119 of 225
Top 53%