1Y
+19.11%
3Y
+16.17%
5Y
+13.93%
Since Inception
+18.26%
Sharpe
0.63
Sortino
1.03
Max Drawdown
-26.17%
Volatility
18.24%
Alpha
+0.67%
Beta
0.89
Info Ratio
-0.14
Up / Down Capture
92 / 88
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹4.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#6 of 32
Top 19%
3Y CAGR
#12 of 24
Top 50%
5Y CAGR
#19 of 21
Top 90%
Sharpe
#25 of 32
Top 78%