1Y
+7.10%
3Y
+13.95%
5Y
-
Since Inception
+11.63%
Sharpe
0.29
Sortino
0.44
Max Drawdown
-17.78%
Volatility
14.39%
Alpha
+0.98%
Beta
0.95
Info Ratio
0.22
Up / Down Capture
100 / 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)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#90 of 242
Top 37%
3Y CAGR
#84 of 145
Top 58%
5Y CAGR
-
Sharpe
#135 of 242
Top 56%