Aditya Birla Sun Life Medium Term Plan Institutional-Growth
₹0% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
- Minimum Investment₹10000000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3098 Cr
- Created on3 March 2009
Fund Ranking
#
/ 13 in
Risk Level
Moderately High
Returns
Trailing Return
Rolling Return
- 6 Month-
- 1 Year-
- 3 Year (CAGR)-
- All Time (CAGR)-
Category Return
- 6 Month1.5%
- 1 Year4.1%
- 3 Year (CAGR)6.8%
- All Time (CAGR)-
Asset Allocation
- Debt93.1%
- Real Estate4.5%
- Other2.4%
Top 5 Sectors
- 0.00%
- 0.00%
Fund Information
- Expense Ratio0.00%
- Exit LoadFor units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
- Lock-In PeriodNo Lock-In
Managed By
Sunaina da Cunha
April 2017 - Present
Mohit Sharma
Aug 2020 - Present
Dhaval Joshi
Nov 2022 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00