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Aditya Birla Sun Life Gold Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 120546

42.74 0.02%NAV · 2026-08-05
63
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
32.6%
Risk level
Very High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-2.46%
3 Months-4.03%
6 Months-6.22%
1 Year+40.61%
3 Years (CAGR)+32.57%
5 Years (CAGR)+22.96%
10 Years (CAGR)+15.29%
Since Launch+10.78%

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 →

Returns95
Consistency46
Risk-adjusted16
Downside protection64
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +32.6%
  • 3Y CAGR vs category: +18.4% vs category avg
  • Positive 3Y windows: 89% of rolling 3Y windows positive
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 43% of windows
  • Sharpe ratio: 0.30
  • Sortino ratio: 0.42

Risk metrics

Sharpe ratio
0.30
Sortino ratio
0.42
Volatility
20.61%
Max drawdown
-27.30%
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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