1Y
+5.27%
3Y
-
5Y
-
Since Inception
+2.41%
Sharpe
-0.40
Sortino
-0.48
Max Drawdown
-22.88%
Volatility
17.83%
Alpha
+0.92%
provisional: short history
Beta
1.06
provisional: short history
Info Ratio
0.09
provisional: short history
Up / Down Capture
102 / 99
provisional: short history
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2024-07-01
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#118 of 242
Top 49%
3Y CAGR
-
5Y CAGR
-
Sharpe
#224 of 242
Top 93%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.