1Y
+14.16%
3Y
+19.64%
5Y
+12.98%
Since Inception
+17.75%
Sharpe
0.52
Sortino
0.82
Max Drawdown
-36.72%
Volatility
21.58%
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
#14 of 352
Top 4%
3Y CAGR
#7 of 196
Top 4%
5Y CAGR
#9 of 49
Top 18%
Sharpe
#42 of 316
Top 13%