Overview / Mutual Fund Discovery / Open Ended Schemes ( Balanced ) / AMFI 100036

Birla Sun Life Freedom Fund-Plan B (Growth)

Aditya Birla Sun Life Mutual Fund • Open Ended Schemes ( Balanced ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2011-10-21)
₹30.9100
AMFI Code / ISIN
100036 / N/A
Category Peer Standing
#10 of 23 ranked peers in Open Ended Schemes ( Balanced ) by 3Y Sortino
Historical Track
2006-04-03 to 2011-10-21 (1,371 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-9.71% p.a.
3Y CAGR
+6.80% p.a.
5Y CAGR
+3.35% p.a.
10Y CAGR
N/A
Since Inception CAGR
+3.58% p.a.
Sortino Ratio (3Y)
0.03
Sharpe Ratio (3Y)
0.02
Calmar Ratio
0.18
Annualized Volatility (3Y)
+13.49%
Maximum Drawdown
-38.09%
1Y / 3Y / 5Y Rolling Mean CAGR
+6.43% / +3.78% / +5.77%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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