Aditya Birla Sun Life Income Plus Arbitrage Active FOF- DIRECT - IDCW
Aditya Birla Sun Life Mutual Fund Other FoF Domestic
Expense Ratio
0.10%
AUM
₹25.40 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.91%
Below Average
6 Months
+4.56%
Below Average
1 Year
+7.33%
Below Average
3 Years
+7.56%
Poor
5 Years
+6.34%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹25.40 Lakh
Recent Trend
Growing
Stability Score
51.7
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+44.07%
3Y
3Y CAGR
+32.98%
5Y
5Y CAGR
+15.40%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
6.20%
Annualized standard deviation
Sharpe Ratio
0.081
Poor - Risk-adjusted return
Max Drawdown
-10.10%
Moderate - Worst decline
Consistency
92.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.39%
Average daily price movement
Annualized Volatility
6.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance