What are the 1-year returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth has delivered a 1-year return of 3.76% as of 23 Jul 2026. During the same period, its benchmark CRISIL Hybrid 50+50 Moderate Index returned -4.05%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth has delivered a 3-year CAGR of 13.91% as of 23 Jul 2026. Its benchmark CRISIL Hybrid 50+50 Moderate Index returned 7.80% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth has delivered a 5-year CAGR of 12.57% as of 23 Jul 2026. Its benchmark CRISIL Hybrid 50+50 Moderate Index returned 9.72% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth since inception?
Since its launch on 31 Dec 2012, Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth has delivered a CAGR of 13.11%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth performed vs its category over the long term?
Category rank for Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
The Sharpe ratio of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth is 0.77 (as of 23 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
The alpha of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
The beta of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth?
The average 1-year and 3-year rolling returns of Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Direct-Growth is 15.92% and 14.64% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
