1Y
+11.63%
3Y
+21.04%
5Y
+14.05%
Since Inception
+16.45%
Sharpe
0.61
Sortino
1.00
Max Drawdown
-22.95%
Volatility
16.00%
Alpha
+7.65%
Beta
1.08
Info Ratio
1.25
Up / Down Capture
125 / 91
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)1.34%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#19 of 225
Top 8%
3Y CAGR
#29 of 128
Top 23%
5Y CAGR
#45 of 99
Top 45%
Sharpe
#71 of 225
Top 32%