1Y
-18.71%
3Y
+6.00%
5Y
+6.11%
Since Inception
+8.29%
Sharpe
0.20
Sortino
0.27
Max Drawdown
-30.64%
Volatility
19.43%
Alpha
-4.19%
Beta
0.81
Info Ratio
-0.37
Up / Down Capture
64 / 68
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹4.3K Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#222 of 225
Top 99%
3Y CAGR
#127 of 128
Top 99%
5Y CAGR
#99 of 99
Top 100%
Sharpe
#167 of 225
Top 74%