1Y
+5.89%
3Y
+15.34%
5Y
+11.03%
Since Inception
+14.80%
Sharpe
0.47
Sortino
0.72
Max Drawdown
-17.15%
Volatility
13.56%
Alpha
+1.95%
Beta
0.90
Info Ratio
0.39
Up / Down Capture
97 / 85
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹7.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#10 of 29
Top 34%
3Y CAGR
#10 of 28
Top 36%
5Y CAGR
#14 of 23
Top 61%
Sharpe
#11 of 29
Top 38%