Aditya Birla Sun Life Ultra Short Term Fund
Direct · Growth ₹609.56
11 Nov 2026
NAV
7.5%
3Y CAGR
7.3%
5Y CAGR
7.4%
10Y CAGR
7.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.09
Sharpe
-1.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 7.6% | 3.4% | 11.0% |
| 3 Years | ₹36.00 L | ₹40.15 L | 7.4% | 4.6% | 9.8% |
| 5 Years | ₹60.00 L | ₹71.50 L | 7.1% | 5.7% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.06 Cr | 7.0% | 6.2% | 8.5% |
| 10 Years | ₹1.20 Cr | ₹1.70 Cr | 6.9% | 6.8% | 7.0% |
| 12 Years | ₹1.44 Cr | ₹2.23 Cr | 7.1% | 6.9% | 7.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.6% | 6.6% |
| 3 Years | 7.4% | 6.9% |
| 5 Years | 7.1% | 6.5% |
| 7 Years | 7.0% | 6.5% |
| 10 Years | 6.9% | 6.5% |
| 12 Years | 7.1% | 6.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 7.8% | 3.8% | 10.8% | 0.69 | 1.46 | 100% | — | — |
| 3 Years | 7.5% | 7.7% | 5.2% | 9.9% | 0.77 | 2.19 | 100% | — | — |
| 5 Years | 7.3% | 6.8% | 6.2% | 9.0% | 0.82 | 9.84 | 100% | — | — |
| 10 Years | 7.4% | 7.4% | 6.9% | 7.8% | 4.09 | — | 100% | — | — |
-1.2%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
6.33
1Y
6.19
3Y
6.03
5Y
6.05
7Y
6.11
10Y
6.27
12Y