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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 95/100 · Excellent

How this score is calculated

  • Star rating (35%)5/5
  • 3Y CAGR (30%)46.31%
  • Expense ratio (20%)0.32%
  • AUM (15%)₹1,184 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Aditya Birla Sun Life Mutual Fund · Commodities · Silver

₹36.33

+14.84 (+69.03%)

AUM: ₹1,184 Cr

NAV updated 18 days ago

Plan

Regular

Option

Growth

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

0.38

Std Dev (1Y)

14.75%

Historical Returns (CAGR)

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

1m

+1.39%

3m

+1.15%

6m

-12.63%

1y

+84.59%

3y

+46.31%

5y

+12.09%

10y

—

since inception

+15.16%

TopFund's Take on Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth ranks among the stronger performers in the Silver category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 95/100.

Cost: At 0.32%, the expense ratio runs 33% above the Silver category average of 0.24%. 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 modest Sharpe ratio of 0.38 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.75% is fairly typical for Silver 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.

Sector Allocation

Asset Allocation

Mutual Fund 99.95%
Repo 0.18%

Frequently Asked Questions about Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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

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