1Y
+8.01%
3Y
+13.02%
5Y
-
Since Inception
+11.48%
Sharpe
0.43
Sortino
0.67
Max Drawdown
-17.78%
Volatility
14.23%
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
#89 of 238
Top 37%
3Y CAGR
#84 of 143
Top 59%
5Y CAGR
-
Sharpe
#138 of 237
Top 58%