Home Funds Aditya Birla Sun Life Flexi Cap Fund - Growth - Di

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Flexi Cap
High
₹2127.69
Current NAV
25 Jun 2026
23.5%
1Y Return
13.5%
3Y CAGR
13.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.25%.
  • Very large asset base (AUM: ₹23,500 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.95
Sharpe Ratio
0.55
Beta
1.95
Alpha
1.19
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Flexi Cap
AUM ₹23500 Cr
Expense Ratio 0.25%
Min SIP ₹500
Min Lumpsum ₹1000
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