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EquityFlexi Cap FundDirect · Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

Aditya Birla Sun Life · Scheme 120564

2,232.57 0.05%NAV · 2026-08-05
67
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.2%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+3.92%
3 Months+8.05%
6 Months+6.45%
1 Year+13.04%
3 Years (CAGR)+17.21%
5 Years (CAGR)+13.53%
10 Years (CAGR)+14.84%
Since Launch+16.49%

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 →

Returns74
Consistency75
Risk-adjusted52
Downside protection47
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.2%
  • 3Y CAGR vs category: +3.1% vs category avg
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 6.7%
  • Alpha vs benchmark: +7.1%

What to watch

  • Sharpe ratio: 0.65
  • Sortino ratio: 0.78

Risk metrics

Sharpe ratio
0.65
Sortino ratio
0.78
Volatility
16.09%
Max drawdown
-38.59%
Downside capture
89.40%

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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