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Aditya Birla Sun Life Dynamic Bond Fund -Regular - IDCW

Aditya Birla Sun Life · Dynamic Bond
Moderate
₹12.14
Current NAV
25 Jun 2026
25.1%
1Y Return
11.1%
3Y CAGR
15.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.71).
  • Very large asset base (AUM: ₹15,260 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.91%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.71
Sharpe Ratio
1.51
Beta
5.71
Alpha
0.93
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Dynamic Bond
AUM ₹15260 Cr
Expense Ratio 1.91%
Min SIP ₹500
Min Lumpsum ₹1000
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