1Y
+3.47%
3Y
+13.25%
5Y
+11.65%
Since Inception
+13.18%
Sharpe
0.38
Sortino
0.56
Max Drawdown
-18.02%
Volatility
14.20%
Alpha
+4.52%
Beta
1.03
Info Ratio
1.28
Up / Down Capture
113 / 87
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-06-10
AUM₹452 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#191 of 356
Top 54%
3Y CAGR
#40 of 201
Top 20%
5Y CAGR
#14 of 56
Top 25%
Sharpe
#40 of 323
Top 12%