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Aditya Birla Sun Life Dynamic Bond Fund -Regular - Quarterly IDCW

Aditya Birla Sun Life · Dynamic Bond
Moderate
₹10.87
Current NAV
25 Jun 2026
28.8%
1Y Return
10.8%
3Y CAGR
18.8%
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: 5.68).
  • Well-diversified portfolio aligned with the Dynamic Bond mandate.
Cons / Risks
  • Higher expense ratio (2.28%) 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
0.68
Sharpe Ratio
1.48
Beta
5.68
Alpha
0.87
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Dynamic Bond
AUM ₹6730 Cr
Expense Ratio 2.28%
Min SIP ₹500
Min Lumpsum ₹1000
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