1Y
+17.77%
3Y
+20.97%
5Y
+15.06%
Since Inception
+17.31%
Sharpe
0.56
Sortino
0.91
Max Drawdown
-22.95%
Volatility
16.04%
Alpha
+7.53%
Beta
1.08
Info Ratio
1.21
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)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#30 of 242
Top 12%
3Y CAGR
#19 of 145
Top 13%
5Y CAGR
#33 of 104
Top 32%
Sharpe
#61 of 242
Top 25%