1Y
-2.22%
3Y
+16.37%
5Y
+14.91%
Since Inception
+17.54%
Sharpe
0.70
Sortino
1.15
Max Drawdown
-20.73%
Volatility
15.24%
Alpha
+2.67%
Beta
0.95
Info Ratio
0.49
Up / Down Capture
104 / 93
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.35%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#5 of 10
Top 50%
3Y CAGR
#4 of 8
Top 50%
5Y CAGR
#3 of 6
Top 50%
Sharpe
#4 of 10
Top 40%