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

Aditya Birla Sun Life · Banking & PSU
Moderate
₹576.69
Current NAV
19 Jun 2026
19.7%
1Y Return
16.7%
3Y CAGR
20.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.77).
  • Very large asset base (AUM: ₹17,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
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
1.27
Sharpe Ratio
1.17
Beta
5.77
Alpha
1.61
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Fund Details
Fund House Aditya Birla Sun Life
Category Banking & PSU
AUM ₹17820 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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