1Y
+3.06%
3Y
+12.51%
5Y
+9.77%
Since Inception
+13.68%
Sharpe
0.55
Sortino
0.87
Max Drawdown
-17.15%
Volatility
13.46%
Alpha
+1.95%
Beta
0.90
Info Ratio
0.39
Up / Down Capture
97 / 85
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹7.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#13 of 29
Top 45%
3Y CAGR
#13 of 28
Top 46%
5Y CAGR
#17 of 23
Top 74%
Sharpe
#13 of 29
Top 45%