1Y
+14.86%
3Y
+14.98%
5Y
+13.05%
Since Inception
+17.63%
Sharpe
0.52
Sortino
0.84
Max Drawdown
-26.17%
Volatility
18.27%
Alpha
+0.67%
Beta
0.89
Info Ratio
-0.14
Up / Down Capture
92 / 88
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹4.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#9 of 32
Top 28%
3Y CAGR
#11 of 26
Top 42%
5Y CAGR
#15 of 21
Top 71%
Sharpe
#22 of 32
Top 69%