Aditya Birla Sun Life US Equity Passive Fund of Funds
Direct · Growth ₹22.70
23 Oct 2026
NAV
27.1%
3Y CAGR
26.9%
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.
2.87
Sharpe
-28.9%
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.
0.32%
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 | ₹13.71 L | 29.1% | -29.4% | 69.7% |
| 3 Years | ₹36.00 L | ₹54.37 L | 29.5% | 11.5% | 40.4% |
| 5 Years | ₹60.00 L | ₹1.21 Cr | 29.2% | 27.0% | 31.1% |
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 | 29.1% | 27.1% |
| 3 Years | 29.5% | 19.8% |
| 5 Years | 29.2% | 14.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.6% | 30.4% | -26.7% | 62.7% | 1.10 | 2.76 | 88% | — | — |
| 3 Years | 27.1% | 29.5% | 10.2% | 37.2% | 2.87 | — | 100% | — | — |
-28.9%
Max Drawdown
7 mo
Drawdown Duration
12 mo
Recovery Time
-7.3%
Avg Drawdown
Calmar Ratio by Duration
0.92
1Y
0.94
3Y