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Fund of Funds (Domestic)📊 50% Nifty 500 TRI + 30% CRISIL Low Duration Debt Index + 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver (based on LBMA Silver daily spot fixing price).

ADITYA BIRLA SUN LIFE Multi - Asset Passive FoF · Regular · Growth

Aditya Birla Sun Life Mutual Fund

#42 of 101 (1Y)

NAV

₹17.0960

as of 16 Jun 2026

Expense Ratio

0.57%

AUM

₹26 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+9.61%
3Y
+16.67%
5Y
Since Inception
+15.70%

SIP returns (XIRR)

1Y
+7.90%
3Y
+12.03%
5Y
Since Inception
+13.71%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,459

Benchmark

₹4,829

+₹630 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹4,400

Invested

₹5,459

Value today

12.1%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹166

Value today

14.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,83,585

Value today

-1.3%

vs lumpsum

Direct lumpsum would have beaten STP by 1.3% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.21

Sharpe Ratio

+0.06

Alpha

0.26

Beta

0.19

Sortino

12.24%

Std Dev

-16.39%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryFund of Funds (Domestic)
Benchmark50% Nifty 500 TRI + 30% CRISIL Low Duration Debt Index + 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver (based on LBMA Silver daily spot fixing price). ✓
Launch Date26 Sept 2022
AMFI Code150690
Transaction facts
Min. Lumpsum₹100
Min. SIP₹10
Exit LoadFor redemption or switch-out of units on or before 15 days from the date of allotment: 0.5% of applicable NAV For redemption or switch-out of units after 15 days from the date of allotment Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ADITYA BIRLA SUN LIFE Multi - Asset Passive FoF · Regular · Growth by Aditya Birla Sun Life Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

ADITYA BIRLA SUN LIFE Multi - Asset Passive FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹26.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 50% Nifty 500 TRI + 30% CRISIL Low Duration Debt Index + 10% MSCI AC World Index + 5% Domestic Price of Physical Gold + 5% Price of silver (based on LBMA Silver daily spot fixing price).. The current expense ratio is 0.57%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations