1Y
-8.13%
3Y
+9.79%
5Y
+6.12%
Since Inception
+7.19%
Sharpe
0.11
Sortino
0.16
Max Drawdown
-22.18%
Volatility
14.56%
Alpha
-1.84%
Beta
0.96
Info Ratio
-0.31
Up / Down Capture
90 / 95
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹3.4K Cr (January - March 2026)
Expense ratio (Direct)1.31%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#199 of 225
Top 88%
3Y CAGR
#111 of 128
Top 87%
5Y CAGR
#98 of 99
Top 99%
Sharpe
#172 of 225
Top 76%