1Y
+8.38%
3Y
+18.77%
5Y
+23.07%
Since Inception
+25.84%
Sharpe
0.90
Sortino
1.65
Max Drawdown
-26.83%
Volatility
20.59%
Alpha
+11.82%
Beta
1.30
Info Ratio
1.01
Up / Down Capture
160 / 119
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹5.7K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#82 of 238
Top 34%
3Y CAGR
#41 of 143
Top 29%
5Y CAGR
#2 of 103
Top 2%
Sharpe
#25 of 237
Top 11%