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Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Aditya Birla Sun Life · Banking & PSU
Moderate
₹385.54
Current NAV
25 Jun 2026
20.2%
1Y Return
12.2%
3Y CAGR
21.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.82).
  • Very large asset base (AUM: ₹15,370 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
0.82
Sharpe Ratio
0.42
Beta
3.82
Alpha
0.92
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Fund Details
Fund House Aditya Birla Sun Life
Category Banking & PSU
AUM ₹15370 Cr
Expense Ratio 1.62%
Min SIP ₹500
Min Lumpsum ₹1000
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