1Y
+7.02%
3Y
+14.67%
5Y
+13.42%
Since Inception
+18.33%
Sharpe
0.74
Sortino
1.23
Max Drawdown
-21.87%
Volatility
16.13%
Alpha
-0.14%
Beta
0.96
Info Ratio
-0.14
Up / Down Capture
94 / 92
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹6.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#16 of 32
Top 50%
3Y CAGR
#24 of 30
Top 80%
5Y CAGR
#15 of 22
Top 68%
Sharpe
#23 of 32
Top 72%