Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Direct Plan - Growth Option
FoF Domestic
— 3Y
Aditya Birla Sun Life Mutual Fund
FoF Domestic · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 Multicap TRI
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option is an open-ended fof domestic scheme managed by Aditya Birla Sun Life Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +4.4% | +1.0% | +3.4% |
| Since inception | +7.0% | +4.6% | +2.4% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
17.2%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.02
Category avg beta 0.93.
Sharpe (risk-adjusted)
0.57
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-17.1%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1.9%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Tata Consultancy Services Ltd. | Information Technology | 9.2% |
| Larsen & Toubro Ltd. | Construction | 13.6% |
| Bharti Airtel Ltd. | Telecommunication | 7.3% |
| Axis Bank Ltd. | Financial Services | 14.5% |
| Kotak Mahindra Bank Ltd. | Financial Services | 8.4% |
| ITC Ltd. | Consumer Staples | 9.6% |
| Asian Paints Ltd. | Materials | 14.5% |
| Maruti Suzuki India Ltd. | Automobiles | 10.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2020
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
FoF Domestic
Aditya Birla Sun Life Mutual Fund
FoF Domestic
Aditya Birla Sun Life Mutual Fund
FoF Domestic
Aditya Birla Sun Life Mutual Fund
FoF Domestic
Aditya Birla Sun Life Mutual Fund
FoF Domestic
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor G
2026-03-15
Clean disclosure layout — finally see TER and risk together.
Investor H
2026-08-15
Compare tray makes advisor conversations faster.
Investor I
2026-01-15
Wish rolling returns were longer — still better than PDF brochures.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Direct Plan - Growth Option
Research-only · No transactions