1Y
+12.85%
3Y
+16.62%
5Y
+12.83%
Since Inception
+17.30%
Sharpe
0.44
Sortino
0.69
Max Drawdown
-36.72%
Volatility
21.43%
Alpha
+13.91%
Beta
1.29
Info Ratio
0.97
Up / Down Capture
167 / 105
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹249 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#11 of 356
Top 3%
3Y CAGR
#21 of 201
Top 10%
5Y CAGR
#8 of 56
Top 14%
Sharpe
#28 of 323
Top 9%