1Y
-3.64%
3Y
+10.82%
5Y
+9.16%
Since Inception
+10.54%
Sharpe
0.35
Sortino
0.50
Max Drawdown
-14.83%
Volatility
10.71%
Alpha
+2.87%
Beta
1.17
Info Ratio
0.97
Up / Down Capture
126 / 115
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹7.2K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#24 of 32
Top 75%
3Y CAGR
#26 of 32
Top 81%
5Y CAGR
#25 of 28
Top 89%
Sharpe
#26 of 32
Top 81%