1Y
+6.09%
3Y
+17.55%
5Y
-
Since Inception
+14.06%
Sharpe
0.33
Sortino
0.50
Max Drawdown
-26.70%
Volatility
19.53%
Alpha
+8.83%
Beta
1.30
Info Ratio
0.93
Up / Down Capture
152 / 118
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2022-02-21
AUM₹231 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#56 of 356
Top 16%
3Y CAGR
#17 of 201
Top 8%
5Y CAGR
-
Sharpe
#47 of 323
Top 15%