1Y
+8.87%
3Y
+15.65%
5Y
+12.25%
Since Inception
+16.26%
Sharpe
0.51
Sortino
0.77
Max Drawdown
-19.95%
Volatility
14.40%
Alpha
+2.80%
Beta
1.01
Info Ratio
0.69
Up / Down Capture
108 / 95
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-05-10
AUM₹6.5K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#12 of 32
Top 38%
3Y CAGR
#10 of 23
Top 43%
5Y CAGR
#6 of 9
Top 67%
Sharpe
#13 of 32
Top 41%