1Y
-6.75%
3Y
+8.71%
5Y
+9.10%
Since Inception
+13.29%
Sharpe
0.50
Sortino
0.76
Max Drawdown
-20.79%
Volatility
14.29%
Alpha
-1.83%
Beta
0.95
Info Ratio
-0.40
Up / Down Capture
94 / 104
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹6.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#224 of 238
Top 94%
3Y CAGR
#119 of 143
Top 83%
5Y CAGR
#80 of 103
Top 78%
Sharpe
#115 of 237
Top 49%