InvestVerdict
Aditya Birla Sun Life Savings Fund
Direct Plan · Daily IDCW · Ultra Short Duration · Scheme code 119500
Fund houseAditya Birla Sun Life Mutual Fund
CategoryUltra Short Duration
Plan & optionDirect · Daily IDCW
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.01 | -0.10 | -0.34 | -0.50 | -0.03 | — | — | — | -0.03 |
| Ultra Short Duration category median |
— | — | — | 6.41 | 7.22 | 6.51 | — | 6.66 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.1% | -44.75 | -66.86 | — | — | -0.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 101 | -0.5% | 0.2% | 0.3% | 20% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.