1Y
+5.65%
3Y
+26.76%
5Y
+23.53%
Since Inception
+27.39%
Sharpe
0.93
Sortino
1.71
Max Drawdown
-26.83%
Volatility
21.02%
Alpha
+11.55%
Beta
1.29
Info Ratio
1.01
Up / Down Capture
157 / 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)0.59%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#59 of 225
Top 26%
3Y CAGR
#7 of 128
Top 5%
5Y CAGR
#3 of 99
Top 3%
Sharpe
#15 of 225
Top 7%