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

Aditya Birla Sun Life · Multi Asset
Moderate
₹74.38
Current NAV
25 Jun 2026
13.5%
1Y Return
16.5%
3Y CAGR
14.5%
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: 1.25).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.75).
Cons / Risks
  • Higher expense ratio (2.35%) which can affect compounding over long horizons.
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
1.25
Sharpe Ratio
1.15
Beta
5.75
Alpha
1.56
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Multi Asset
AUM ₹5800 Cr
Expense Ratio 2.35%
Min SIP ₹500
Min Lumpsum ₹1000
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