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Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct - IDCW

Aditya Birla Sun Life · Aggressive Hybrid
High
₹40.43
Current NAV
23 Oct 2026
-4.3%
1Y Return
9.3%
3Y CAGR
8.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.34).
  • Very large asset base (AUM: ₹20,890 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.34
Sharpe Ratio
0.94
Beta
0.34
Alpha
1.80
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Aggressive Hybrid
AUM ₹20890 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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