Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds-Direct IDCW

Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds-Direct IDCW sits in the middle of the pack for FoF Overseas funds, 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 63/100.

Cost: At 0.34%, the expense ratio is meaningfully cheaper — about 43% below the FoF Overseas category average of 0.6% (based on 150 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.52 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 5.44% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.