1Y
+14.85%
3Y
+18.15%
5Y
+17.16%
Since Inception
+21.43%
Sharpe
0.73
Sortino
1.21
Max Drawdown
-24.37%
Volatility
17.90%
Alpha
+7.42%
Beta
1.17
Info Ratio
0.96
Up / Down Capture
134 / 105
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹1.1K 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
#45 of 242
Top 19%
3Y CAGR
#43 of 145
Top 30%
5Y CAGR
#20 of 104
Top 19%
Sharpe
#26 of 242
Top 11%