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Aditya Birla Sun Life Long Duration Fund-Regular Growth

Aditya Birla Sun Life · Long Duration
Moderate
₹12.82
Current NAV
23 Oct 2026
-0.5%
1Y Return
5.7%
3Y CAGR
12.1%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Very large asset base (AUM: ₹15,860 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.31
Sharpe Ratio
0.61
Beta
-1.19
Alpha
1.72
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Long Duration
AUM ₹15860 Cr
Expense Ratio 1.01%
Min SIP ₹500
Min Lumpsum ₹1000
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