1Y
-7.88%
3Y
+6.06%
5Y
+5.01%
Since Inception
+6.71%
Sharpe
-0.03
Sortino
-0.04
Max Drawdown
-22.18%
Volatility
14.57%
Alpha
-2.46%
Beta
0.95
Info Ratio
-0.41
Up / Down Capture
87 / 95
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹3.4K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#238 of 242
Top 98%
3Y CAGR
#141 of 145
Top 97%
5Y CAGR
#99 of 104
Top 95%
Sharpe
#189 of 242
Top 78%