MonitorDirect · Growth
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual FundOther Scheme - FoF Domestic11.9 years
- NAV
- 42.2108
- 15 Sept 2026
- 1Y
- +5.6%
- Trailing CAGR
- AUM
- ₹1,050.46 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.6%
- 3Y+7.2%
- 5Y+6.2%
- 10Y+6.8%
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.4%
- 3Y+6.6%
- 5Y+6.8%
- 10Y+6.7%
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -1.2%
- Category median, same plan and option
- 3Y win rate
- +11%
- Windows beating the median
- 3Y percentile
- 4
- Vs comparable share classes
- Worst rolling 3Y
- +2.5%
- 2159 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1678 daily-ending windows
- SIP 3Y XIRR
- +6.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 212 recovered episodes
- Longest recovery
- 812 days
- Trough to prior peak
- Current spell
- 5 days
- Days below latest peak
- Time below peak
- +70%
- NAV observations
30 Jun 2021 – 22 Sept 2023
Trough 2 Jul 2021 · recovered in 812 days
-10.1%
11 Jun 2021 – 15 Jun 2021
Trough 14 Jun 2021 · recovered in 1 days
-3.4%
24 Nov 2016 – 8 Jun 2017
Trough 9 Feb 2017 · recovered in 119 days
-3.3%
6 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-2.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
4
Vs category
43
Consistency
20
Risk-adjusted
51
Drawdown
75
Mean
39
Portfolio
31 Aug 2026 · 6 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 35.9%
- Effective holdings
- 4.0
Birla Sun Life Enhanced Arbitrage Fund Direct-Growth
Unspecified
35.9%
Aditya Birla Sun Life Banking and PSU Debt Fund Direct-Growth
Unspecified
25.3%
Aditya Birla Sun Life Floating Interest Rate Direct Fund-Growth
Unspecified
18.3%
Birla Sun Life Short Term Direct Fund-Growth
Unspecified
14.7%
Repo
Unspecified
5.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +2.7%
- 3Y
- +7.3%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.90
- 3Y win
- +26%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.2%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.41
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BHARAT Bond ETF FOF - April 2033
Edelweiss Mutual Fund
- 1Y
- +4.4%
- 3Y
- +7.3%
- Vol
- 4.3%
- Max DD
- -4.3%
- Sharpe
- 0.50
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown