Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Passive FOF - Direct Plan - GROWTH
Mutual Fund · Other Scheme - FoF Overseas · As of 18 Oct 2026, 7:46 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
64/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 3.0 years of history — too short to judge through a full cycle
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹12.79
As of
16 Oct 2026
Fund History Available
3.0 yrs
1Y Return (CAGR)
6.1%
Moderate
3Y Return (CAGR)
8.4%
Annualized Volatility
5.6%
Relatively stable
Sharpe Ratio (est.)
0.30
Weak risk-adj. return
Max Drawdown
-3.7%
Contained
Category
Other Scheme - FoF Overseas
Fund House
Aditya Birla Sun Life Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,42,421
Estimated Gain
₹1,42,421
Risk Flags
Estimated Sharpe ratio (0.30) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
