Money Market · Debt
Aditya Birla Sun Life Money Market Fund - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
2.94
Return per unit of risk · rf 6.5%
Sortino (3Y)
4.12
Downside-only Sharpe
Max Drawdown
-1.4%
Peak-to-trough · full history
Vol (3Y)
0.4%
Annualised σ of daily returns
Positive Days
97%
Smoothness proxy
This fund has delivered high risk-adjusted returns over the last 3 years (Sharpe 2.94). Its worst peak-to-trough drop over the full history was 1.4% (small drawdowns) between 2020-03-11 and 2020-03-24. About 97% of trading days closed up. Profile: consistent compounder · smooth NAV path.
YTD
+4.7%
Calendar YTD
1 Year
+6.6%
Trailing 12 mo
3 Year
+7.4%
CAGR
5 Year
+6.7%
CAGR
10 Year
+6.8%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2734 windows
- Best window CAGR
- +9.05%
- Median CAGR
- +7.55%
- Avg CAGR
- +7.22%
- Worst window CAGR
- +5.05%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2134 windows
- Best window CAGR
- +8.35%
- Median CAGR
- +6.66%
- Avg CAGR
- +7.02%
- Worst window CAGR
- +6.13%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Money Market
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Sundaram Long Term Tax Advantage Fund Series II
Taurus Mutual Fund
|
-2.5% | +8.3% | +9.2% | — |
|
Tata Money Market Fund
Tata Mutual Fund
|
+6.6% | +7.5% | +6.8% | — |
|
Axis Money Market Fund
Axis Mutual Fund
|
+6.6% | +7.4% | +6.8% | — |
|
Aditya Birla Sun Life Money Market Fund (this fund)
Aditya Birla Sun Life Mutual Fund
|
+6.6% | +7.4% | +6.7% | — |
|
Nippon India Money Market Fund
Nippon India Mutual Fund
|
+6.5% | +7.4% | +6.8% | — |
|
Nippon India Money Market Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+6.5% | +7.4% | +6.8% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.