1Y
-2.53%
3Y
+12.48%
5Y
+9.00%
Since Inception
+10.94%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-27.76%
Volatility
15.50%
Alpha
-2.42%
Beta
0.99
Info Ratio
-0.85
Up / Down Capture
93 / 102
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹5.6K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#19 of 33
Top 58%
3Y CAGR
#26 of 28
Top 93%
5Y CAGR
#28 of 28
Top 100%
Sharpe
#29 of 33
Top 88%