1Y
-2.69%
3Y
+12.64%
5Y
-
Since Inception
+10.07%
Sharpe
0.30
Sortino
0.46
Max Drawdown
-17.78%
Volatility
14.42%
Alpha
-0.11%
Beta
0.95
Info Ratio
-0.19
Up / Down Capture
96 / 95
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-12-08
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)1.16%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#142 of 225
Top 63%
3Y CAGR
#90 of 128
Top 70%
5Y CAGR
-
Sharpe
#152 of 225
Top 68%