1Y
+7.66%
3Y
+13.68%
5Y
+13.58%
Since Inception
+16.96%
Sharpe
0.50
Sortino
0.76
Max Drawdown
-22.62%
Volatility
17.14%
Alpha
+4.67%
Beta
1.11
Info Ratio
0.86
Up / Down Capture
117 / 94
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹6.2K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#6 of 23
Top 26%
3Y CAGR
#9 of 22
Top 41%
5Y CAGR
#3 of 18
Top 17%
Sharpe
#13 of 23
Top 57%