Aditya Birla Sun Life Dynamic Bond Fund
Direct · Growth ₹53.07
18 Aug 2026
NAV
7.4%
3Y CAGR
6.9%
5Y CAGR
7.2%
10Y CAGR
7.3%
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.
2.09
Sharpe
-7.5%
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.
0.64%
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 | ₹12.42 L | 7.8% | -6.8% | 27.0% |
| 3 Years | ₹36.00 L | ₹39.77 L | 7.3% | 1.0% | 16.3% |
| 5 Years | ₹60.00 L | ₹70.75 L | 6.6% | 3.3% | 9.5% |
| 7 Years | ₹84.00 L | ₹1.04 Cr | 6.5% | 4.9% | 8.2% |
| 10 Years | ₹1.20 Cr | ₹1.69 Cr | 6.8% | 6.4% | 7.4% |
| 12 Years | ₹1.44 Cr | ₹2.23 Cr | 7.1% | 6.7% | 7.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.8% | 7.8% |
| 3 Years | 7.3% | 7.7% |
| 5 Years | 6.6% | 7.3% |
| 7 Years | 6.5% | 7.3% |
| 10 Years | 6.8% | 7.2% |
| 12 Years | 7.1% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 7.4% | -1.1% | 19.3% | 0.31 | 0.57 | 98% | — | — |
| 3 Years | 7.4% | 7.3% | 1.3% | 14.6% | 0.37 | 0.81 | 100% | — | — |
| 5 Years | 6.9% | 6.5% | 4.0% | 9.6% | 0.27 | 0.52 | 100% | — | — |
| 10 Years | 7.2% | 7.3% | 6.2% | 7.8% | 2.09 | 27.53 | 100% | — | — |
-7.5%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-0.7%
Avg Drawdown
Calmar Ratio by Duration
1.03
1Y
0.99
3Y
0.92
5Y
0.90
7Y
0.97
10Y
1.03
12Y