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Aditya Birla Sun Life Multi Asset Omni FoF-REGULAR - IDCW

Aditya Birla Sun Life · Multi Asset
Moderate
₹68.49
Current NAV
25 Jun 2026
24.4%
1Y Return
9.4%
3Y CAGR
14.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.04).
  • Very large asset base (AUM: ₹17,590 Cr) indicating high investor trust and liquidity.
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
0.54
Sharpe Ratio
0.44
Beta
3.04
Alpha
0.62
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Multi Asset
AUM ₹17590 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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