ReviewDirect · Growth
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Passive FOF
Aditya Birla Sun Life Mutual FundOther Scheme - FoF Overseas2.9 years
- NAV
- 12.9017
- 15 Sept 2026
- 1Y
- +10.0%
- Trailing CAGR
- AUM
- ₹68.17 Cr
- 30 Jun 2026
- Volatility
- Low
- 4.1% 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+10.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+9.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+8.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +9.2%
- Calendar-day CAGR
- Excess 1Y
- -11.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 8 days
- 67 recovered episodes
- Longest recovery
- 49 days
- Trough to prior peak
- Current spell
- 49 days
- Days below latest peak
- Time below peak
- +79%
- NAV observations
10 Mar 2025 – 18 Jun 2025
Trough 5 May 2025 · recovered in 44 days
-2.7%
20 May 2026 – 16 Jul 2026
Trough 19 Jun 2026 · recovered in 27 days
-2.4%
27 Mar 2026 – 28 Apr 2026
Trough 8 Apr 2026 · recovered in 20 days
-2.3%
29 Jan 2026 – 4 Mar 2026
Trough 3 Feb 2026 · recovered in 29 days
-1.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
0
Consistency
5
Risk-adjusted
72
Drawdown
93
Mean
43
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
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.
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +19.6%
- 3Y
- +21.3%
- Vol
- 17.3%
- Max DD
- -39.1%
- Sharpe
- 0.32
- 3Y win
- +31%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +8.5%
- 3Y
- +23.5%
- Vol
- 21.2%
- Max DD
- -27.1%
- Sharpe
- 0.60
- 3Y win
- +99%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +22.9%
- 3Y
- +26.9%
- Vol
- 20.7%
- Max DD
- -27.6%
- Sharpe
- 0.79
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP World Gold Mining Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +51.5%
- 3Y
- +56.0%
- Vol
- 33.0%
- Max DD
- -57.2%
- Sharpe
- 0.31
- 3Y win
- +50%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP World Mining Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +61.6%
- 3Y
- +29.2%
- Vol
- 26.7%
- Max DD
- -62.2%
- Sharpe
- 0.29
- 3Y win
- +60%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown