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Aditya Birla Sun Life Long Duration Fund-Regular Growth

Aditya Birla Sun Life · Long Duration
Moderate
₹13.10
Current NAV
25 Jun 2026
22.1%
1Y Return
17.1%
3Y CAGR
12.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Very large asset base (AUM: ₹15,860 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
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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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