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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Aditya Birla Sun Life · Multi Asset
Moderate
₹16.02
Current NAV
26 Oct 2026
2.1%
1Y Return
13.5%
3Y CAGR
11.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Well-diversified portfolio aligned with the Multi Asset mandate.
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
1.75
Sharpe Ratio
0.45
Beta
-1.75
Alpha
2.01
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Multi Asset
AUM ₹6800 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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