1Y
+8.62%
3Y
+10.43%
5Y
+12.59%
Since Inception
+12.55%
Sharpe
0.69
Sortino
5.75
Max Drawdown
-0.96%
Volatility
7.31%
Alpha
+3.21%
Beta
0.58
Info Ratio
1.98
Up / Down Capture
136 / -146
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-15
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 1,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium Duration
1Y
#1 of 15
Top 7%
3Y CAGR
#1 of 14
Top 7%
5Y CAGR
#1 of 11
Top 9%
Sharpe
#1 of 15
Top 7%