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Aditya Birla Sun Life Arbitrage Fund - Growth - Direct Plan

Aditya Birla Sun Life · Arbitrage
Low
₹31.18
Current NAV
23 Oct 2026
6.9%
1Y Return
7.4%
3Y CAGR
6.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.12%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.92).
  • Very large asset base (AUM: ₹16,970 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.42
Sharpe Ratio
1.32
Beta
5.92
Alpha
1.59
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Arbitrage
AUM ₹16970 Cr
Expense Ratio 0.12%
Min SIP ₹500
Min Lumpsum ₹1000
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