Aditya Birla Sun Life Mutual Fund - Risk Stats - Value Research Online
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Aditya Birla Sun Life Mutual Fund

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme  | 3 Below Avg. 2.68 -0.34 -0.40 0.95 -0.79 0.67
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Direct Plan  | 3 Below Avg. 2.68 -0.15 -0.17 0.96 -0.27 0.67
Aditya Birla Sun Life Arbitrage Fund (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage)  | 3 Avg. 0.48 0.17 0.34 0.30 0.58 0.02
Aditya Birla Sun Life Arbitrage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage)  | 3 Avg. 0.48 1.45 2.87 0.30 1.20 0.03
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme  | 3 Avg. 6.58 0.19 0.24 0.55 -2.79 0.73
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme - Direct Plan  | 2 Above Avg. 6.58 0.23 0.29 0.55 -2.53 0.73
Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Balanced Advantage Fund  | 3 Above Avg. 5.83 0.33 0.58 0.46 -1.46 0.66
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan  | 3 Avg. 5.83 0.53 0.93 0.46 -0.30 0.66
Aditya Birla Sun Life Banking & Financial Services Fund - Direct Plan  | 2 Above Avg. 20.25 0.62 0.86 0.98 -1.20 0.78
Aditya Birla Sun Life Banking & Financial Services Fund - Regular Plan  | 2 Above Avg. 20.22 0.57 0.79 0.98 -2.32 0.78
Aditya Birla Sun Life Banking & PSU Debt Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Treasury Optimizer Fund)  | 2 Avg. 2.28 0.57 0.76 5.31 10.15 0.35
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Treasury Optimizer Fund)  | 3 Avg. 2.28 0.44 0.58 5.30 9.84 0.35
Aditya Birla Sun Life Banking ETF - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan 0 - 12.80 -0.05 -0.09 - - -
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Direct Plan 0 - 12.80 -0.02 -0.04 - - -
Aditya Birla Sun Life Corporate Bond Fund (Erstwhile Aditya Birla Sun Life Short Term)  | 5 Below Avg. 1.51 0.97 1.57 0.57 1.53 0.76
Aditya Birla Sun Life Corporate Bond Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Short Term)  | 4 Below Avg. 1.51 1.05 1.70 0.57 1.65 0.76
Aditya Birla Sun Life Credit Risk Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Corporate Bond Fund)  | 4 Below Avg. 2.59 0.17 0.18 2.89 5.26 0.08
Aditya Birla Sun Life Credit Risk Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Corporate Bond Fund)  | 4 Below Avg. 2.57 -0.24 -0.25 2.86 4.17 0.08
Aditya Birla Sun Life Digital India Fund (Erstwhile Aditya Birla Sun Life New Millennium) 0 - 13.19 0.78 1.80 0.67 2.59 0.74
Aditya Birla Sun Life Digital India Fund - Direct Plan (Erstwhile Aditya Birla Sun Life New Millennium) 0 - 13.22 0.84 1.96 0.67 3.49 0.74
Aditya Birla Sun Life Dividend Yield Fund (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) 0 - 13.93 -0.08 -0.12 0.91 -10.65 0.65
Aditya Birla Sun Life Dividend Yield Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) 0 - 13.94 -0.03 -0.04 0.91 -9.94 0.66
Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan  | 2 Above Avg. 5.10 -0.78 -0.93 1.68 -3.78 0.57
Aditya Birla Sun Life Dynamic Bond Fund - Regular Plan  | 2 Above Avg. 5.10 -0.89 -1.05 1.68 -4.34 0.57
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.48 0.33 0.48 1.14 -3.95 0.88
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 2 High 15.46 0.26 0.38 1.13 -5.05 0.88
Aditya Birla Sun Life Equity Fund  | 3 Avg. 12.95 0.39 0.58 0.94 -1.84 0.92
Aditya Birla Sun Life Equity Fund - Direct Plan  | 4 Avg. 12.97 0.47 0.70 0.94 -0.78 0.92
Aditya Birla Sun Life Equity Hybrid '95 Fund (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.44 0.15 0.21 0.80 -4.58 0.77
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.46 0.26 0.37 0.81 -3.51 0.77
Aditya Birla Sun Life Equity Savings Fund - Direct Plan  | 2 High 6.59 0.34 0.51 1.29 -1.04 0.67
Aditya Birla Sun Life Equity Savings Fund - Regular Plan  | 2 Above Avg. 6.60 0.18 0.26 1.29 -2.16 0.67
Aditya Birla Sun Life Financial Planning Fund FoF - Aggressive Plan 0 - 8.82 0.34 0.52 0.78 -2.76 0.83
Aditya Birla Sun Life Financial Planning Fund FoF - Aggressive Plan - Direct Plan 0 - 8.83 0.43 0.65 0.78 -1.99 0.83
Aditya Birla Sun Life Financial Planning Fund FoF - Conservative Plan 0 - 3.92 0.07 0.09 0.32 -2.11 0.71
Aditya Birla Sun Life Financial Planning Fund FoF - Conservative Plan - Direct Plan 0 - 3.92 0.20 0.28 0.32 -1.59 0.71
Aditya Birla Sun Life Financial Planning Fund FoF - Prudent Plan 0 - 6.13 0.23 0.34 0.54 -2.55 0.81
Aditya Birla Sun Life Financial Planning Fund FoF - Prudent Plan - Direct Plan 0 - 6.14 0.32 0.46 0.54 -2.01 0.81
Aditya Birla Sun Life Floating Rate Fund (Erstwhile Aditya Birla Sun Life Floating Rate LT) 0 - 0.88 1.73 2.99 2.13 5.09 0.38
Aditya Birla Sun Life Floating Rate Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Floating Rate LT) 0 - 0.88 1.99 3.44 2.13 5.32 0.38
Aditya Birla Sun Life Focused Equity Fund (Erstwhile Aditya Birla Sun Life Top 100)  | 3 Below Avg. 11.89 0.46 0.69 0.86 -3.54 0.80
Aditya Birla Sun Life Focused Equity Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Top 100)  | 3 Below Avg. 11.91 0.55 0.83 0.86 -2.46 0.80
Aditya Birla Sun Life Frontline Equity Fund  | 2 Avg. 11.84 0.41 0.64 0.89 -4.39 0.86
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan  | 3 Avg. 11.87 0.49 0.76 0.89 -3.48 0.86
Aditya Birla Sun Life Global Emerging Opportunities Fund (Erstwhile Aditya Birla Sun Life Global Commodities) 0 - 12.15 -0.02 -0.03 - - -
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Global Commodities) 0 - 12.16 -0.01 -0.01 - - -
Aditya Birla Sun Life Global Real Estate Fund - Direct Plan 0 - 9.25 0.24 0.38 - - -
Aditya Birla Sun Life Global Real Estate Fund - Retail Plan 0 - 9.25 0.19 0.31 - - -
Aditya Birla Sun Life Gold Exchange Traded Fund 0 - 11.90 0.22 0.38 0.99 -0.92 0.99
Aditya Birla Sun Life Gold Fund  | 2 Above Avg. 10.72 0.23 0.47 0.81 -0.47 0.81
Aditya Birla Sun Life Gold Fund - Direct Plan  | 2 Above Avg. 10.73 0.25 0.52 0.81 -0.20 0.81
Aditya Birla Sun Life Government Securities Fund (Erstwhile Aditya Birla Sun Life Gilt Plus PF)  | 4 Avg. 5.11 0.08 0.10 0.87 0.04 0.89
Aditya Birla Sun Life Government Securities Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Gilt Plus PF)  | 3 Above Avg. 5.12 0.18 0.25 0.88 0.60 0.89
Aditya Birla Sun Life Income Fund (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Avg. 4.46 -0.25 -0.32 1.85 -0.86 0.91
Aditya Birla Sun Life Income Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Avg. 4.47 -0.07 -0.10 1.85 -0.09 0.91
Aditya Birla Sun Life Index Fund  | 3 Avg. 12.30 0.63 1.02 0.98 -2.50 0.98
Aditya Birla Sun Life Index Fund - Direct Plan  | 2 Above Avg. 12.31 0.65 1.05 0.98 -2.28 0.98
Aditya Birla Sun Life India GenNext Fund 0 - 12.81 0.72 0.96 0.84 0.51 0.66
Aditya Birla Sun Life India GenNext Fund - Direct Plan 0 - 12.83 0.81 1.08 0.84 1.66 0.66
Aditya Birla Sun Life Infrastructure Fund  | 1 High 18.66 0.00 0.00 0.91 3.12 0.88
Aditya Birla Sun Life Infrastructure Fund - Direct Plan  | 1 High 18.65 0.05 0.07 0.91 3.91 0.88
Aditya Birla Sun Life International Equity Fund - Plan A 0 - 11.27 0.67 0.84 - - -
Aditya Birla Sun Life International Equity Fund - Plan A - Direct Plan 0 - 11.27 0.71 0.89 - - -
Aditya Birla Sun Life International Equity Fund - Plan B 0 - 9.96 0.31 0.43 0.70 -2.04 0.87
Aditya Birla Sun Life International Equity Fund - Plan B - Direct Plan 0 - 9.97 0.36 0.50 0.70 -1.54 0.87
Aditya Birla Sun Life Liquid Fund (Erstwhile Aditya Birla Sun Life Cash Plus)  | 4 - 0.19 5.00 8.22 0.33 1.53 0.19
Aditya Birla Sun Life Liquid Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Cash Plus)  | 4 - 0.19 5.43 8.98 0.34 1.62 0.19
Aditya Birla Sun Life Low Duration Fund (Erstwhile Aditya Birla Sun Life Cash Manager)  | 4 Below Avg. 0.79 1.52 2.96 1.96 4.48 0.40
Aditya Birla Sun Life Low Duration Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Cash Manager)  | 5 Below Avg. 0.80 2.57 4.88 1.97 5.34 0.39
Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan 0 - 13.95 0.11 0.17 0.96 -5.58 0.82
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan 0 - 13.93 0.04 0.06 0.96 -6.52 0.82
Aditya Birla Sun Life Medium Term Plan  | 2 Avg. 4.46 -0.75 -0.58 0.60 -3.27 0.09
Aditya Birla Sun Life Medium Term Plan - Direct Plan  | 2 Avg. 4.47 -0.58 -0.45 0.60 -2.53 0.09
Aditya Birla Sun Life Mid Cap Fund  | 2 Above Avg. 16.07 -0.05 -0.08 0.89 -4.78 0.93
Aditya Birla Sun Life Mid Cap Fund - Direct Plan  | 2 High 16.09 0.00 0.01 0.89 -3.86 0.93
Aditya Birla Sun Life MNC Fund 0 - 13.82 0.43 0.66 0.80 -2.44 0.52
Aditya Birla Sun Life MNC Fund - Direct Plan 0 - 13.83 0.50 0.77 0.80 -1.44 0.52
Aditya Birla Sun Life Money Manager Fund (Erstwhile Aditya Birla Sun Life Floating Rate ST)  | 5 - 0.43 3.64 12.33 1.09 3.39 0.41
Aditya Birla Sun Life Money Manager Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Floating Rate ST)  | 5 - 0.43 3.89 13.38 1.10 3.52 0.41
Aditya Birla Sun Life Nifty ETF Fund 0 - 12.27 0.72 1.14 0.98 -1.48 0.98
Aditya Birla Sun Life Nifty Next 50 ETF - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Overnight Fund - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Overnight Fund - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Pharma & Healthcare Fund - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life PSU Equity Fund - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life PSU Equity Fund - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Pure Value Fund  | 1 High 18.26 -0.13 -0.23 0.73 0.58 0.82
Aditya Birla Sun Life Pure Value Fund - Direct Plan  | 1 High 18.28 -0.07 -0.11 0.73 1.78 0.82
Aditya Birla Sun Life Regular Savings Fund (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 5.48 -0.12 -0.16 1.06 -3.38 0.66
Aditya Birla Sun Life Regular Savings Fund - Direct Plan (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 3 Above Avg. 5.48 0.07 0.09 1.05 -2.33 0.65
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Savings Fund  | 4 Avg. 0.75 2.12 3.05 1.67 4.37 0.32
Aditya Birla Sun Life Savings Fund - Direct Plan  | 4 Avg. 0.75 2.29 3.29 1.67 4.50 0.32
Aditya Birla Sun Life Sensex ETF 0 - 12.16 0.57 0.84 0.94 -2.96 0.92
Aditya Birla Sun Life Short Term Fund (Erstwhile Aditya Birla Sun Life Short Term Opportunities)  | 3 Avg. 1.94 0.36 0.45 4.15 7.63 0.30
Aditya Birla Sun Life Short Term Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Short Term Opportunities)  | 4 Avg. 1.94 0.71 0.90 4.19 8.37 0.30
Aditya Birla Sun Life Small Cap Fund (Erstwhile Aditya Birla Sun Life Small & Midcap)  | 2 Above Avg. 19.14 -0.16 -0.29 0.93 -1.89 0.93
Aditya Birla Sun Life Small Cap Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Small & Midcap)  | 2 Above Avg. 19.16 -0.10 -0.18 0.93 -0.71 0.93
Aditya Birla Sun Life Tax Relief 96  | 4 Below Avg. 13.06 0.54 0.82 0.91 0.34 0.84
Aditya Birla Sun Life Tax Relief 96 - Direct Plan  | 4 Below Avg. 13.08 0.62 0.94 0.91 1.39 0.84
The Risk Measures have been calculated using calendar month returns for the last three years.