1Y
+5.67%
3Y
+8.44%
5Y
+6.69%
Since Inception
+8.07%
Sharpe
0.09
Sortino
0.12
Max Drawdown
-9.76%
Volatility
4.22%
Alpha
+1.19%
Beta
0.58
Info Ratio
0.37
Up / Down Capture
83 / 28
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#9 of 25
Top 36%
3Y CAGR
#15 of 22
Top 68%
5Y CAGR
#16 of 18
Top 89%
Sharpe
#19 of 25
Top 76%