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Aditya Birla Sun Life Flexi Cap Fund -Regular - IDCW

Aditya Birla Sun Life · Flexi Cap
High
₹157.04
Current NAV
23 Oct 2026
-8.0%
1Y Return
5.5%
3Y CAGR
2.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Very large asset base (AUM: ₹23,330 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.28
Sharpe Ratio
0.88
Beta
0.28
Alpha
1.64
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Flexi Cap
AUM ₹23330 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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