1Y
+9.80%
3Y
+16.75%
5Y
+12.89%
Since Inception
+14.53%
Sharpe
0.65
Sortino
0.98
Max Drawdown
-15.59%
Volatility
9.51%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-15
AUM₹333 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#23 of 100
Top 23%
3Y CAGR
#28 of 71
Top 39%
5Y CAGR
#16 of 56
Top 29%
Sharpe
#21 of 99
Top 21%