Needs time to build track record
Aditya Birla Sun Life, ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Aditya Birla Sun Life
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
With a 10-year return of 9.79%, the fund has underperformed both the benchmark index (11.71%) and the category average (11.33%).
The fund has outperformed both index and category average over the past decade.
The fund has struggled to outperform over 1- and 3-year time periods.
The fund is currently tilted towards large caps.
The fund is currently heavily invested in financials.
The fund portfolio features few large positions in index heavyweights, yet is otherwise index agnostic.
How risky is it?
The fund’s risk-return profile is similar to that of its category average.
Source: ET Times, Google.
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