Home Funds Aditya Birla Sun Life Multi Asset Omni FoF- Direct

Aditya Birla Sun Life Multi Asset Omni FoF- Direct Plan - Growth Option

Aditya Birla Sun Life · Multi Asset
Moderate
₹39.61
Current NAV
25 Jun 2026
16.5%
1Y Return
11.5%
3Y CAGR
17.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.65%.
  • Very large asset base (AUM: ₹14,300 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.75
Sharpe Ratio
1.25
Beta
-1.75
Alpha
1.01
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Multi Asset
AUM ₹14300 Cr
Expense Ratio 0.65%
Min SIP ₹500
Min Lumpsum ₹1000
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