info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life MNC Fund - Growth - Direct Plan

★★★★★ monitor_heart Health Score: 74/100 · Good

Aditya Birla Sun Life Mutual Fund · Commodities · Silver

₹1,447.86

+0.58 (+0.04%) trending_up

AUM: ₹1,201 Cr

NAV updated 13 days ago

Plan

Direct

Option

Growth

Risk

Expense Ratio

0.32%

Exit Load

Exit load of 0.5% if redeemed within 30 days.

Fund Manager

Kedarnath Mirajkar

Inception

Feb 2022

Benchmark

Domestic Price of Silver

Sharpe Ratio

-0.82

Std Dev (1Y)

13.03%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-9.5%

3m

-8.25%

6m

-17.06%

1y

+92.24%

3y

+41.65%

5y

+7.19%

10y

+8.97%

since inception

+13.41%

rate_review TopFund's Take on Aditya Birla Sun Life MNC Fund - Growth - Direct Plan

Aditya Birla Sun Life MNC Fund - Growth - Direct Plan holds up reasonably well within the Silver category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.

Cost: At 0.32%, the expense ratio runs 19% above the Silver category average of 0.27%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.82 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.03% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Commodities fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Unspecified 100.52%

pie_chart Asset Allocation

Mutual Fund 100.08%
Reverse Repo 0.44%

Frequently Asked Questions about Aditya Birla Sun Life MNC Fund - Growth - Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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