1Y
+6.71%
3Y
+19.97%
5Y
+22.35%
Since Inception
+26.00%
Sharpe
0.80
Sortino
1.45
Max Drawdown
-26.83%
Volatility
20.57%
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
#96 of 242
Top 40%
3Y CAGR
#29 of 145
Top 20%
5Y CAGR
#1 of 104
Top 1%
Sharpe
#16 of 242
Top 7%