Which funds are similar to Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth in the Debt: Dynamic Term category include ICICI Prudential Dynamic Term Fund Direct-Growth, Nippon India Dynamic Term Fund Direct-Growth, and SBI Dynamic Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth is ranked 4 out of 23 funds in the Debt: Dynamic Term category as of 22 Oct 2026. On a 5-year return basis it ranks 2 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth has an expense ratio of 0.64%. The peers ICICI Prudential Dynamic Term Fund Direct-Growth has an expense ratio of 0.63% and Nippon India Dynamic Term Fund Direct-Growth has 0.35%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth has an AUM of ₹1,369.67 crore. The peers ICICI Prudential Dynamic Term Fund Direct-Growth has an AUM of ₹12,863.1 crore and Nippon India Dynamic Term Fund Direct-Growth has ₹3,701.52 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Dynamic Term?
The top performing fund in the Debt: Dynamic Term category on a 3-year basis is Bandhan Dynamic Term Fund Direct-Growth with a CAGR of 8.07% as of 22 Oct 2026. Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth has delivered 7.58% CAGR over the same period, ranking 4 out of 23 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Dynamic Term Retail Fund Direct-Growth has a Sharpe ratio of 0.70 compared to the Debt: Dynamic Term average of 0.42 as of 22 Oct 2026. It ranks 4 out of 23 funds in its category on Sharpe ratio.
