1Y
-2.40%
3Y
+9.95%
5Y
+9.21%
Since Inception
+13.90%
Sharpe
0.38
Sortino
0.57
Max Drawdown
-20.79%
Volatility
14.40%
Alpha
-1.83%
Beta
0.95
Info Ratio
-0.40
Up / Down Capture
94 / 104
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹6.1K 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
#213 of 242
Top 88%
3Y CAGR
#121 of 145
Top 83%
5Y CAGR
#83 of 104
Top 80%
Sharpe
#105 of 242
Top 43%