1Y
-3.84%
3Y
+9.28%
5Y
+8.39%
Since Inception
+12.25%
Sharpe
0.48
Sortino
0.72
Max Drawdown
-16.74%
Volatility
13.27%
Alpha
+0.67%
Beta
0.96
Info Ratio
0.31
Up / Down Capture
99 / 94
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹29.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#27 of 37
Top 73%
3Y CAGR
#20 of 34
Top 59%
5Y CAGR
#18 of 31
Top 58%
Sharpe
#12 of 37
Top 32%