Aditya Birla Sun Life Equity Advantage Fund Direct Growth

Scheme code: INF209K01VH8 NAV value: ₹ 905.9200 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-1.71	45.25	23.62	30.46
3 year	4.34	30.24	15.18	21.66
5 year	1.80	26.02	12.91	16.04
7 year	9.22	20.20	13.63	15.02
10 year	10.62	18.86	15.47	16.29
12 year	14.87	16.71	15.94	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	23.62
3 year	6.28	33.32	15.57	15.18
5 year	0.74	26.02	12.91	12.91
7 year	3.33	15.62	11.64	13.63
10 year	3.49	17.22	10.65	15.47
12 year	3.07	16.17	10.8	15.94
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	23.62
3 year	6.56	32.12	15.66	15.18
5 year	1	26.2	12.75	12.91
7 year	3.8	15.42	11.84	13.63
10 year	3.8	18	11.09	15.47
12 year	3.63	16.86	11.19	15.94
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	23.62
3 year	7.68	33.37	17	15.18
5 year	0.71	27.63	13.15	12.91
7 year	3.76	16.01	12.04	13.63
10 year	3.56	16.94	10.94	15.47
12 year	3.31	16.54	10.99	15.94
15 year	6.56	16.42	10.95

Rolling return for 1 year

- Average return: 23.62% - Median return: 27.47% - Average standard deviation: 5.1

Rolling return for 3 year

- Average return: 15.18% - Median return: 14.44% - Average standard deviation: 1.98

Rolling return for 5 year

- Average return: 12.91% - Median return: 13.74% - Average standard deviation: 1.09

Rolling return for 7 year

- Average return: 13.63% - Median return: 12.91% - Average standard deviation: 0.8

Rolling return for 10 year

- Average return: 15.47% - Median return: 15.86% - Average standard deviation: 0.53

Rolling return for 12 year

- Average return: 15.94% - Median return: 16.02% - Average standard deviation: 0.5

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 year	12,00,000	12,92,473	92,473	7.71
3 year	36,00,000	44,31,495	8,31,495	7.17
5 year	60,00,000	85,96,682	25,96,682	7.46
7 year	84,00,000	1,34,37,958	50,37,958	6.94
10 year	1,20,00,000	2,45,12,396	1,25,12,396	7.40
12 year	1,44,00,000	3,46,21,614	2,02,21,614	7.58

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	7.71
3 year	7.35	7.17
5 year	7.28	7.46
7 year	6.36	6.94
10 year	5.93	7.4
12 year	6.09	7.58

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.71
3 year	7.51	7.17
5 year	7.25	7.46
7 year	6.38	6.94
10 year	6.15	7.4
12 year	6.3	7.58

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.71
3 year	8.25	7.17
5 year	7.64	7.46
7 year	6.58	6.94
10 year	6.21	7.4
12 year	6.36	7.58

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,92,473 - Absolute Returns: ₹92,473 - CAGR: 7.71%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,31,495 - Absolute Returns: ₹8,31,495 - CAGR: 7.17%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,96,682 - Absolute Returns: ₹25,96,682 - CAGR: 7.46%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,34,37,958 - Absolute Returns: ₹50,37,958 - CAGR: 6.94%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,45,12,396 - Absolute Returns: ₹1,25,12,396 - CAGR: 7.4%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,46,21,614 - Absolute Returns: ₹2,02,21,614 - CAGR: 7.58%