Overview / Mutual Fund Discovery / Open Ended Schemes ( Growth ) / AMFI 119537

Aditya Birla Sun Life India Reforms Fund - Dividend - Direct Plan

Aditya Birla Sun Life Mutual Fund • Open Ended Schemes ( Growth ) • Direct Plan • IDCW

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

Latest NAV (2018-05-18)
₹20.4900
AMFI Code / ISIN
119537 / INF209K01ZA4
Category Peer Standing
#71 of 292 ranked peers in Open Ended Schemes ( Growth ) by 3Y Sortino
Historical Track
2013-01-02 to 2018-05-18 (1,322 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
+11.25% p.a.
3Y CAGR
+13.13% p.a.
5Y CAGR
+17.16% p.a.
10Y CAGR
N/A
Since Inception CAGR
+14.20% p.a.
Sortino Ratio (3Y)
0.62
Sharpe Ratio (3Y)
0.46
Calmar Ratio
0.39
Annualized Volatility (3Y)
+14.34%
Maximum Drawdown
-33.93%
1Y / 3Y / 5Y Rolling Mean CAGR
+24.95% / +18.99% / +16.84%

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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