Aditya Birla Sun Life Focused Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund Equity Focused Fund
Expense Ratio
0.87%
AUM
₹1414.68 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-16.95%
Poor
6 Months
+19.89%
Excellent
1 Year
+12.69%
Average
3 Years
+18.74%
Excellent
5 Years
+15.01%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1414.68 Cr
Recent Trend
Growing
Stability Score
8.6
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+0.82%
3Y
3Y CAGR
+22.15%
5Y
5Y CAGR
+51.61%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.70%
Annualized standard deviation
Sharpe Ratio
1.024
Good - Risk-adjusted return
Max Drawdown
-17.20%
Moderate - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.86%
Average daily price movement
Annualized Volatility
13.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance