Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds
FoF Overseas · Aditya Birla Sun Life AMC Limited
Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹97,310. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds is a FoF Overseas fund from Aditya Birla Sun Life AMC Limited. It has a track record of about 2.9 years. As of the latest data it carries an RS rating of 29/99 (its recent momentum versus category peers). The current NAV is ₹12.9 (as of 2026-09-16).
Growth of ₹100 - last 3 years
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | 0.04% | -2.26% |
| 3 months | 1.24% | -1.03% |
| 6 months | 4.1% | 11.75% |
| 1 year | 10.32% | 24.53% |
Its trailing one-year return is 10.32%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Aditya Birla Sun Life | Benchmark |
|---|---|---|
| 2024 | +7.0% | +15.2% |
| 2025 | +10.1% | +6.7% |
| 2026 | +7.5% | -5.8% |
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds beat its benchmark in 2 of the last 3 calendar years. That is a strong hit-rate - most active funds fail to clear their index this often. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -2.69% | -29.92% |
| Worst drawdown (3Y) | -2.69% | -18.62% |
| Volatility (1Y) | 6.46% | 23.2% |
| Sharpe (3Y) | 0.6 | 0.77 |
| Sortino (3Y) | 1.05 | 1.47 |
| Beta (3Y) | -0.08 | 0.31 |
| Alpha (3Y) | 2.94% | 15.72% |
| Up capture | 3.4% | 63.19% |
| Down capture | -22.1% | 15.34% |
| Bull-market return | 9.8% | 22.11% |
| Bear-market return | 16.6% | -0.02% |
Timing matters more than people admit: the best possible 1-year stretch in Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds (starting 2025-05-19) gained 17.2%, while the worst (starting 2023-12-14) still made 5.9%. The worst peak-to-bottom fall Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds has ever put investors through is -2.69% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about 16.6% annualised, versus 9.8% in rising markets. It has captured roughly 3.4% of its benchmark's up-moves and -22.1% of its down-moves.
How Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds has historically returned about 16.6% annualised, versus roughly 9.8% when the market is rising. Its deepest fall on record is -2.69%. Right now it sits about 0.62% below its all-time high (last hit 2026-07-24). The real question isn't the average year - it's whether you could hold on through the worst one.
How Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds ranks in its category
Percentile versus its ~156 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
Rolling-return data isn't available for this fund yet.
Who manages Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds - and how good are they?
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds is managed by Bhupesh Bameta and Vighnesh Gupta. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Bhupesh Bameta's full record
Bhupesh Bameta currently runs 10 funds, across Dynamic Bond, FoF Overseas, Gilt Fund, Index Funds and more, with about ₹5,926 Cr under management. The book's average King Score is 68.3/100. Their strongest fund by King Score is Aditya Birla Sun Life Dynamic Bond Fund (85/100); Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds ranks #9 of 10 in their book.
Tap any column heading to sort.
Vighnesh Gupta's full record
Vighnesh Gupta currently runs 4 funds, across FoF Overseas, Index Funds, with about ₹338 Cr under management.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC Index-Sep 2026 Fund | 87 | n/a | 1.7% | 3.6% | 6.9% | n/a | n/a | n/a | 1.76 | n/a | -0.1% |
| 2 | Aditya Birla Sun Life Crisil-IBX AAA Financial Services Index-Sep 2027 Fund | 87 | n/a | 1.8% | 3.4% | 6.4% | n/a | n/a | n/a | 1.06 | n/a | -0.3% |
| 3 | Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds (this page) | 29 | n/a | 1.2% | 4.1% | 10.3% | n/a | n/a | n/a | 0.6 | n/a | -2.7% |
| 4 | Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund Of Funds | 18 | n/a | -0.5% | 1.2% | 6.8% | n/a | n/a | n/a | 0.42 | n/a | -3.3% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.18% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹10000 |
| Fund size (AUM) | ₹72 Cr |
| Age | 2.9 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds compares to peers
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds review: the bottom line
Related
Frequently asked questions
Is Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds scores RS 29/99 within its category, and its worst drawdown was -2.69%. Compare those against your needs and the peer table above.
What is the NAV of Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds today?
The latest NAV is ₹12.9 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds?
The Direct-plan expense ratio is 0.18% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds?
Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds is managed by Bhupesh Bameta; Vighnesh Gupta.
Is Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -2.69% - ₹1 lakh briefly becoming about ₹97,310. As a international fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds tax-efficient / what about capital gains?
As a international fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Aditya Birla Sun Life US Treasury 1-3 Year Bond ETFs Fund Of Funds live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.