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Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Growth

Aditya Birla Sun Life · Multi Asset
Moderate
₹17.47
Current NAV
25 Jun 2026
28.7%
1Y Return
19.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.27%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.57).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.07).
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
1.57
Sharpe Ratio
0.87
Beta
3.07
Alpha
1.99
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Multi Asset
AUM ₹3120 Cr
Expense Ratio 0.27%
Min SIP ₹500
Min Lumpsum ₹1000
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