Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_151307

Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Growth

Hybrid Scheme - Multi Asset Allocation

Back to Home
End Amount
₹17,015.56
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.26%
MF_151307 Return
Benchmark CAGR
8.74%
Nifty 50
Inflation Adj. CAGR
10.78%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.68
Volatility vs Benchmark
Sharpe Ratio
1.05
Risk-Adjusted Return
Sortino Ratio
1.58
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 18% 20%
60 days 67% 14% 12%
90 days 72% 12% 9%
180 days 81% 10% 4%
1Yr 82% 9% 2%
3Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Growth Nifty 50
30 days -21.3% | -42.1% | 22.6% | 97.8% 26.6% | -54.0% | 11.2% | 145.8%
60 days -30.4% | -28.8% | 20.4% | 65.5% -23.0% | -41.2% | 10.4% | 88.0%
90 days -19.3% | -19.8% | 21.2% | 52.3% -25.0% | -32.2% | 12.4% | 59.7%
1 Year 4.1% | 6.1% | 16.9% | 29.6% -10.0% | -8.5% | 8.9% | 31.3%
3 Years 15.4% | 15.0% | 17.5% | 21.1% 7.7% | 5.9% | 9.4% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 May 10, 2025 226 days 9% Nifty 50: 15% 14845 13533 14851
Jan. 29, 2026 Aug. 12, 2026 195 days 13% Nifty 50: 12% 18069 15750 18071
Aug. 25, 2026 Oct. 30, 2026 66 days 8% Nifty 50: 9% 18250 16732 17016