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Aditya Birla Sun Life Mutual Fund

ADITYA BIRLA SUN LIFE OVERNIGHT FUND- Direct - Daily Reinvestment of IDCW

★★★★★ 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: 88/100 · Excellent

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)44.67%
  • Expense ratio (20%)0.32%
  • AUM (15%)₹1,295 Cr

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

Aditya Birla Sun Life Mutual Fund · Commodities · Silver

₹35.24

-964.78 (-96.48%)

AUM: ₹1,295 Cr

NAV updated 14 days ago

Plan

Direct

Option

Idcw

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

-65.0

Std Dev (1Y)

0.1%

Historical Returns (CAGR)

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

1m

-2.48%

3m

-2.03%

6m

-13.89%

1y

+78.92%

3y

+44.67%

5y

+0.0%

10y

—

since inception

+79.58%

TopFund's Take on ADITYA BIRLA SUN LIFE OVERNIGHT FUND- Direct - Daily Reinvestment of IDCW

ADITYA BIRLA SUN LIFE OVERNIGHT FUND- Direct - Daily Reinvestment of IDCW ranks among the stronger performers in the Silver category, backed by a 4-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 88/100.

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 negative Sharpe ratio of -65.0 — 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 0.1% is on the lower side for a Silver fund, suggesting a comparatively smoother ride.

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

Unspecified 100.52%

Asset Allocation

Mutual Fund 99.99%
Repo 0.21%

Frequently Asked Questions about ADITYA BIRLA SUN LIFE OVERNIGHT FUND- Direct - Daily Reinvestment of IDCW

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

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