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Fund of Funds (Overseas)regulargrowth📊 Respective Overseas Benchmark(SEBI default)

Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds-Regular Growth

Aditya Birla Sun Life Mutual Fund

#51 of 52 (1Y)

₹13.0044

0.06 (-0.47%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹13.0044

0.06 (-0.47%)

29 May 2026

AMFI: 152147

Direct · Growth

₹₹13.0217

0.06 (-0.46%)

29 May 2026

AMFI: 152150

Regular · IDCW

₹₹13.0044

0.06 (-0.47%)

29 May 2026

AMFI: 152149

Direct · IDCW

₹₹13.0217

0.06 (-0.47%)

29 May 2026

AMFI: 152145

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.08%
1 Month+2.01%
3 Months+3.99%
6 Months+7.99%
1 Year+16.05%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Oct 2023)+10.91%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+15.31%
3 Year SIP
5 Year SIP
Since Inception (Oct 2023)+11.91%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹3,100

Invested

₹3,584

Value today

11.3%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

10,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹10,000

Invested

₹13,004

Value today

10.7%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹7,66,399

Value today

-1.8%

vs lumpsum

Direct lumpsum would have beaten STP by 1.8% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹14,169

Regular plan

₹14,162

Direct earns ₹7 more on a ₹12K investment0.03% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAditya Birla Sun Life Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optiongrowth
AUM₹162 Cr
Expense Ratio0.20%
Min SIP₹100
Min Lumpsum₹10,000
BenchmarkRespective Overseas Benchmark
Launch Date16 Oct 2023
AMFI Code152147

Risk Metrics

Trailing 1 year, annualised

1.21

Sharpe Ratio

Alpha

Beta

1.16

Sortino

5.62%

Std Dev

-2.91%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:Respective Overseas Benchmark

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds-Regular Growth by Aditya Birla Sun Life Mutual Fund is a Fund of Funds (Overseas) 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 (Overseas) category.

About This Fund

Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds-Regular Growth is a Fund of Funds (Overseas) mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹162 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark. The current expense ratio is 0.20%.

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