Aditya Birla Sun Life Bal Bhavishya Yojna
Direct · Growth ₹22.20
24 Apr 2026
NAV
13.8%
3Y CAGR
14.6%
5Y CAGR
12.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.33
Sharpe
-33.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 14.6% | -50.3% | 65.9% |
| 3 Years | ₹36.00 L | ₹43.62 L | 13.9% | 1.0% | 27.4% |
| 5 Years | ₹60.00 L | ₹85.67 L | 15.1% | 6.6% | 21.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 14.6% | -1.4% | +16.1% |
| 3 Years | 13.9% | 10.4% | +3.5% |
| 5 Years | 15.1% | 10.5% | +4.5% |