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Aditya Birla Sun Life Banking & PSU Debt Fund - REGULAR - MONTHLY IDCW

Aditya Birla Sun Life · Banking & PSU
Moderate
₹111.14
Current NAV
23 Oct 2026
-2.2%
1Y Return
0.1%
3Y CAGR
-0.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.00
Sharpe Ratio
0.60
Beta
-2.00
Alpha
1.30
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Banking & PSU
AUM ₹3050 Cr
Expense Ratio 1.80%
Min SIP ₹500
Min Lumpsum ₹1000
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