Aditya Birla Sun Life Mutual Fund Debt Liquid Fund
Expense Ratio
0.21%
AUM
₹6837.49 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Low

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+5.78%
Good
6 Months
-17.04%
Poor
1 Year
-16.56%
Poor
3 Years
-8.37%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹6837.49 Cr
Recent Trend
Growing
Stability Score
117.5
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+411.70%
3Y
3Y CAGR
+124973.06%
5Y
5Y CAGR
+21770.25%

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
7.20%
Annualized standard deviation
Sharpe Ratio
-1.347
Very Poor - Risk-adjusted return
Max Drawdown
-30.80%
High - Worst decline
Consistency
85.1%
Performance consistency

Volatility Breakdown

Daily Volatility
0.45%
Average daily price movement
Annualized Volatility
7.20%
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