1Y
-7.63%
3Y
+6.31%
5Y
+5.51%
Since Inception
+7.19%
Sharpe
0.14
Sortino
0.20
Max Drawdown
-22.18%
Volatility
14.22%
Alpha
-2.46%
Beta
0.95
Info Ratio
-0.41
Up / Down Capture
87 / 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)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#227 of 238
Top 95%
3Y CAGR
#135 of 143
Top 94%
5Y CAGR
#96 of 103
Top 93%
Sharpe
#192 of 237
Top 81%