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

Aditya Birla Sun Life · Scheme 131865

40.90 0.06%NAV · 2026-08-05
73
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.2%
Risk level
Moderately High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.72%
3 Months+5.28%
6 Months+2.10%
1 Year+16.69%
3 Years (CAGR)+18.20%
5 Years (CAGR)+13.90%
10 Years (CAGR)+13.30%
Since Launch+12.80%

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 →

Returns79
Consistency81
Risk-adjusted44
Downside protection75
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.2%
  • 3Y CAGR vs category: +4.1% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.5%
  • Volatility: 10% annualised

What to watch

  • Sharpe ratio: 0.65
  • Sortino ratio: 0.73

Risk metrics

Sharpe ratio
0.65
Sortino ratio
0.73
Volatility
10.05%
Max drawdown
-22.69%
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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