1Y
-3.74%
3Y
+5.87%
5Y
+4.10%
Since Inception
+10.35%
Sharpe
0.24
Sortino
0.34
Max Drawdown
-30.64%
Volatility
20.00%
Alpha
-6.36%
Beta
0.80
Info Ratio
-0.49
Up / Down Capture
56 / 68
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹4.3K 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
#230 of 242
Top 95%
3Y CAGR
#142 of 145
Top 98%
5Y CAGR
#102 of 104
Top 98%
Sharpe
#149 of 242
Top 62%