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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Quant Fund - Direct IDCW Payout

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF209KC1126
NAV · 06-Jul-2026
10.4700
1M
+3.27%
6M
-0.38%
1Y (CAGR)
+6.34%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+1.97%

NAV history

8.829.5210.2101-07-202403-07-202610.41
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Risk & SIP analytics

Volatility (3y)
15.45%
Downside dev (3y)
11.52%
Max drawdown (3y)
-23.0%
Calendar-year returns
2025 +7.8%

Fund facts

AUM₹20,450 Cr
Expense ratio0.6% · 2026-05-31
TER · AMFI officialDirect 1.23% · Regular 2.52% (2026-06-30)
Launch date10-Jun-2024
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
Lock-inNone
Volatility15.42
AMCAditya Birla Sun Life AMC Limited

Objective · The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities based on quant model theme . The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗