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. 3.52 0.10 0.15 1.24 -0.71 0.75
Aditya Birla Sun Life Active Debt Multi-Manager FoF Scheme - Direct Plan  | 3 Below Avg. 3.53 0.25 0.37 1.24 -0.21 0.75
Aditya Birla Sun Life Arbitrage Fund (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage)  | 2 Above Avg. 0.46 -0.03 -0.06 0.25 0.44 0.02
Aditya Birla Sun Life Arbitrage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage)  | 3 Avg. 0.46 1.32 2.28 0.26 1.08 0.02
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme  | 3 Avg. 6.46 0.02 0.02 0.51 -1.82 0.69
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme - Direct Plan  | 3 Avg. 6.45 0.05 0.06 0.51 -1.63 0.69
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  | 5 Avg. 5.88 0.07 0.12 0.44 -1.24 0.63
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan  | 4 Avg. 5.87 0.26 0.44 0.44 -0.13 0.63
Aditya Birla Sun Life Banking & Financial Services Fund - Direct Plan  | 3 Above Avg. 21.08 0.30 0.41 1.04 -3.88 0.78
Aditya Birla Sun Life Banking & Financial Services Fund - Regular Plan  | 2 Above Avg. 21.05 0.25 0.33 1.04 -4.96 0.78
Aditya Birla Sun Life Banking & PSU Debt Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Treasury Optimizer Fund)  | 3 Above Avg. 2.56 0.77 1.12 6.16 13.24 0.37
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Treasury Optimizer Fund)  | 3 Avg. 2.56 0.65 0.94 6.15 12.92 0.37
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan 0 - 13.23 -0.06 -0.10 - - -
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Direct Plan 0 - 13.24 -0.03 -0.04 - - -
Aditya Birla Sun Life Corporate Bond Fund (Erstwhile Aditya Birla Sun Life Short Term)  | 5 Below Avg. 1.64 1.06 1.83 0.61 1.22 0.83
Aditya Birla Sun Life Corporate Bond Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Short Term)  | 4 Below Avg. 1.65 1.13 1.95 0.61 1.34 0.83
Aditya Birla Sun Life Credit Risk Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Corporate Bond Fund)  | 4 Avg. 1.98 1.17 1.81 3.65 9.00 0.22
Aditya Birla Sun Life Credit Risk Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Corporate Bond Fund)  | 4 Avg. 1.98 0.65 0.98 3.63 7.92 0.22
Aditya Birla Sun Life Digital India Fund (Erstwhile Aditya Birla Sun Life New Millennium) 0 - 13.33 0.59 1.45 0.70 0.91 0.78
Aditya Birla Sun Life Digital India Fund - Direct Plan (Erstwhile Aditya Birla Sun Life New Millennium) 0 - 13.37 0.65 1.61 0.70 1.78 0.78
Aditya Birla Sun Life Dividend Yield Fund (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) 0 - 14.11 -0.27 -0.42 0.88 -8.79 0.64
Aditya Birla Sun Life Dividend Yield Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Dividend Yield Plus) 0 - 14.12 -0.21 -0.33 0.88 -8.03 0.64
Aditya Birla Sun Life Dynamic Bond Fund - Direct Plan  | 2 High 5.13 0.02 0.03 1.95 -1.58 0.87
Aditya Birla Sun Life Dynamic Bond Fund - Retail Plan  | 2 High 5.12 -0.09 -0.13 1.95 -2.14 0.87
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.72 -0.02 -0.02 1.12 -4.44 0.88
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.70 -0.09 -0.13 1.12 -5.57 0.88
Aditya Birla Sun Life Equity Fund  | 4 Avg. 13.34 0.21 0.31 0.93 -0.19 0.90
Aditya Birla Sun Life Equity Fund - Direct Plan  | 4 Avg. 13.36 0.29 0.43 0.93 0.88 0.90
Aditya Birla Sun Life Equity Hybrid '95 Fund (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.56 -0.08 -0.11 0.80 -3.75 0.77
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.57 0.04 0.06 0.80 -2.60 0.77
Aditya Birla Sun Life Equity Savings Fund - Direct Plan  | 2 High 6.62 -0.04 -0.06 1.28 -2.63 0.66
Aditya Birla Sun Life Equity Savings Fund - Regular Plan  | 1 High 6.61 -0.21 -0.30 1.28 -3.74 0.66
Aditya Birla Sun Life Financial Planning Fund FoF - Aggressive Plan 0 - 9.09 0.04 0.06 0.79 -2.57 0.83
Aditya Birla Sun Life Financial Planning Fund FoF - Aggressive Plan - Direct Plan 0 - 9.09 0.13 0.19 0.79 -1.82 0.83
Aditya Birla Sun Life Financial Planning Fund FoF - Conservative Plan 0 - 3.90 -0.20 -0.27 0.31 -1.94 0.71
Aditya Birla Sun Life Financial Planning Fund FoF - Conservative Plan - Direct Plan 0 - 3.90 -0.06 -0.08 0.31 -1.40 0.71
Aditya Birla Sun Life Financial Planning Fund FoF - Prudent Plan 0 - 6.19 -0.06 -0.08 0.53 -2.35 0.81
Aditya Birla Sun Life Financial Planning Fund FoF - Prudent Plan - Direct Plan 0 - 6.19 0.03 0.04 0.53 -1.82 0.81
Aditya Birla Sun Life Floating Rate Fund (Erstwhile Aditya Birla Sun Life Floating Rate LT) 0 - 0.96 1.66 2.98 2.35 5.89 0.39
Aditya Birla Sun Life Floating Rate Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Floating Rate LT) 0 - 0.96 1.91 3.41 2.35 6.14 0.39
Aditya Birla Sun Life Focused Equity Fund (Erstwhile Aditya Birla Sun Life Top 100)  | 3 Below Avg. 12.17 0.14 0.21 0.85 -3.19 0.80
Aditya Birla Sun Life Focused Equity Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Top 100)  | 4 Below Avg. 12.19 0.23 0.35 0.86 -2.08 0.80
Aditya Birla Sun Life Frontline Equity Fund  | 3 Below Avg. 12.28 0.09 0.14 0.89 -4.00 0.86
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan  | 4 Below Avg. 12.30 0.17 0.26 0.89 -3.05 0.86
Aditya Birla Sun Life Global Emerging Opportunities Fund (Erstwhile Aditya Birla Sun Life Global Commodities) 0 - 11.79 -0.15 -0.21 - - -
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Global Commodities) 0 - 11.80 -0.13 -0.19 - - -
Aditya Birla Sun Life Global Real Estate Fund - Direct Plan 0 - 10.17 -0.51 -0.76 - - -
Aditya Birla Sun Life Global Real Estate Fund - Retail Plan 0 - 10.17 -0.56 -0.83 - - -
Aditya Birla Sun Life Gold Exchange Traded Fund 0 - 10.50 -0.28 -0.42 0.99 -0.98 0.99
Aditya Birla Sun Life Gold Fund  | 2 Above Avg. 9.75 -0.31 -0.50 0.79 -1.50 0.72
Aditya Birla Sun Life Gold Fund - Direct Plan  | 2 Above Avg. 9.75 -0.28 -0.45 0.79 -1.24 0.72
Aditya Birla Sun Life Government Securities Fund (Erstwhile Aditya Birla Sun Life Gilt Plus PF)  | 4 Avg. 5.86 0.51 0.76 0.95 0.32 0.91
Aditya Birla Sun Life Government Securities Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Gilt Plus PF)  | 4 Above Avg. 5.87 0.60 0.90 0.95 0.86 0.91
Aditya Birla Sun Life Income Fund (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Above Avg. 5.16 0.20 0.29 2.02 -0.70 0.93
Aditya Birla Sun Life Income Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Income Plus)  | 3 Above Avg. 5.18 0.35 0.51 2.02 0.07 0.93
Aditya Birla Sun Life Index Fund  | 2 Avg. 12.63 0.24 0.41 0.98 -2.54 0.98
Aditya Birla Sun Life Index Fund - Direct Plan  | 2 Above Avg. 12.64 0.26 0.44 0.98 -2.30 0.98
Aditya Birla Sun Life India GenNext Fund 0 - 13.48 0.27 0.34 0.86 -1.34 0.66
Aditya Birla Sun Life India GenNext Fund - Direct Plan 0 - 13.50 0.35 0.44 0.86 -0.19 0.67
Aditya Birla Sun Life Infrastructure Fund  | 2 Above Avg. 18.79 -0.13 -0.19 0.88 -1.92 0.83
Aditya Birla Sun Life Infrastructure Fund - Direct Plan  | 2 Above Avg. 18.78 -0.08 -0.13 0.88 -1.14 0.83
Aditya Birla Sun Life International Equity Fund - Plan A 0 - 11.34 0.47 0.63 - - -
Aditya Birla Sun Life International Equity Fund - Plan A - Direct Plan 0 - 11.34 0.52 0.69 - - -
Aditya Birla Sun Life International Equity Fund - Plan B 0 - 10.07 -0.07 -0.10 0.70 -2.96 0.90
Aditya Birla Sun Life International Equity Fund - Plan B - Direct Plan 0 - 10.08 -0.02 -0.02 0.70 -2.44 0.90
Aditya Birla Sun Life Liquid Fund (Erstwhile Aditya Birla Sun Life Cash Plus)  | 4 - 0.16 5.60 11.52 0.29 1.40 0.22
Aditya Birla Sun Life Liquid Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Cash Plus)  | 4 - 0.16 6.11 12.50 0.29 1.49 0.22
Aditya Birla Sun Life Low Duration Fund (Erstwhile Aditya Birla Sun Life Cash Manager)  | 3 Avg. 0.80 1.32 2.55 2.06 4.83 0.42
Aditya Birla Sun Life Low Duration Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Cash Manager)  | 4 Avg. 0.81 2.34 4.45 2.07 5.69 0.42
Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan 0 - 14.51 -0.05 -0.08 0.96 -3.80 0.80
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan 0 - 14.49 -0.11 -0.18 0.96 -4.73 0.81
Aditya Birla Sun Life Medium Term Plan  | 2 Avg. 2.29 0.12 0.17 0.70 -0.34 0.57
Aditya Birla Sun Life Medium Term Plan - Direct Plan  | 2 Avg. 2.29 0.45 0.66 0.70 0.42 0.56
Aditya Birla Sun Life Mid Cap Fund  | 2 Above Avg. 16.35 -0.14 -0.22 0.90 -2.86 0.95
Aditya Birla Sun Life Mid Cap Fund - Direct Plan  | 2 Above Avg. 16.37 -0.08 -0.13 0.90 -1.93 0.95
Aditya Birla Sun Life MNC Fund 0 - 13.39 -0.09 -0.13 0.78 -5.72 0.56
Aditya Birla Sun Life MNC Fund - Direct Plan 0 - 13.39 -0.01 -0.02 0.78 -4.68 0.56
Aditya Birla Sun Life Money Manager Fund (Erstwhile Aditya Birla Sun Life Floating Rate ST)  | 5 - 0.42 3.16 10.01 0.96 3.08 0.34
Aditya Birla Sun Life Money Manager Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Floating Rate ST)  | 5 - 0.42 3.40 11.07 0.97 3.20 0.34
Aditya Birla Sun Life Nifty ETF Fund 0 - 12.57 0.34 0.56 0.98 -1.36 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 Pure Value Fund  | 1 High 18.73 -0.19 -0.34 0.75 -0.67 0.79
Aditya Birla Sun Life Pure Value Fund - Direct Plan  | 2 High 18.75 -0.13 -0.22 0.75 0.50 0.79
Aditya Birla Sun Life Regular Savings Fund (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 5.54 -0.12 -0.17 1.05 -2.61 0.63
Aditya Birla Sun Life Regular Savings Fund - Direct Plan (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 5.54 0.07 0.09 1.05 -1.53 0.63
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 Above Avg. 0.81 1.97 2.88 1.86 5.01 0.34
Aditya Birla Sun Life Savings Fund - Direct Plan  | 4 Above Avg. 0.81 2.13 3.10 1.86 5.14 0.34
Aditya Birla Sun Life Sensex ETF 0 - 12.43 0.17 0.27 0.93 -3.19 0.92
Aditya Birla Sun Life Short Term Opportunities Fund  | 3 Above Avg. 2.20 0.54 0.76 5.01 10.35 0.33
Aditya Birla Sun Life Short Term Opportunities Fund - Direct Plan  | 3 Above Avg. 2.21 0.85 1.21 5.05 11.11 0.34
Aditya Birla Sun Life Small Cap Fund (Erstwhile Aditya Birla Sun Life Small & Midcap)  | 3 Above Avg. 19.59 -0.17 -0.32 0.93 -0.69 0.94
Aditya Birla Sun Life Small Cap Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Small & Midcap)  | 3 Above Avg. 19.61 -0.11 -0.21 0.93 0.47 0.94
Aditya Birla Sun Life Tax Relief 96  | 4 Below Avg. 13.47 0.13 0.18 0.92 -1.21 0.85
Aditya Birla Sun Life Tax Relief 96 - Direct Plan  | 5 Below Avg. 13.49 0.21 0.29 0.92 -0.16 0.85
The Risk Measures have been calculated using calendar month returns for the last three years.