Aditya Birla Sun Life Banking and PSU Debt Fund Direct Growth

Scheme code: INF209K01YN0 NAV value: ₹ 375.6192 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.219.257.907.82
3 year4.688.016.105.88
5 year6.589.767.787.44
7 year6.6410.118.277.6
10 year7.738.648.277.59
12 year8.358.538.447.69

Rolling return for 1 year

- Average return: 7.9% - Median return: 7.88% - Average standard deviation: 0.49

Rolling return for 3 year

- Average return: 6.1% - Median return: 6.12% - Average standard deviation: 0.2

Rolling return for 5 year

- Average return: 7.78% - Median return: 7.46% - Average standard deviation: 0.13

Rolling return for 7 year

- Average return: 8.27% - Median return: 7.97% - Average standard deviation: 0.09

Rolling return for 10 year

- Average return: 8.27% - Median return: 8.31% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 8.44% - Median return: 8.44% - Average standard deviation: 0.05

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,44,20844,2083.69
3 year36,00,00039,22,7733,22,7732.91
5 year60,00,00071,87,82111,87,8213.68
7 year84,00,0001,10,18,71526,18,7153.95
10 year1,20,00,0001,75,08,27455,08,2743.85
12 year1,44,00,0002,31,45,78887,45,7884.03

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,208 - Absolute Returns: ₹44,208 - CAGR: 3.69%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,22,773 - Absolute Returns: ₹3,22,773 - CAGR: 2.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,87,821 - Absolute Returns: ₹11,87,821 - CAGR: 3.68%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,18,715 - Absolute Returns: ₹26,18,715 - CAGR: 3.95%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,75,08,274 - Absolute Returns: ₹55,08,274 - CAGR: 3.85%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,31,45,788 - Absolute Returns: ₹87,45,788 - CAGR: 4.03%