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DebtBanking and PSU FundDirect · Growth

Aditya Birla Sun Life Banking & PSU Debt Fund- Direct Plan-Growth

Aditya Birla Sun Life · Scheme 119550

403.84 0.03%NAV · 2026-08-05
69
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.3%
Risk level
Low to Moderate
Min SIP
Benchmark
CRISIL Banking and PSU Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.12%
3 Months+2.21%
6 Months+3.16%
1 Year+4.93%
3 Years (CAGR)+7.29%
5 Years (CAGR)+6.38%
10 Years (CAGR)+7.32%
Since Launch+8.25%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns30
Consistency88
Risk-adjusted66
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 66% of windows
  • Volatility: 2% annualised
  • Max drawdown: -3%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.3%
  • 5Y CAGR: +6.4%

Risk metrics

Sharpe ratio
1.10
Sortino ratio
1.12
Volatility
1.63%
Max drawdown
-3.04%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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