Aditya Birla Sun Life Equity Advantage Fund Direct Growth

Scheme code: INF209K01VH8 NAV value: ₹ 942.9600 NAV date: 7 May, 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	15.51	23.62
3 year	6.28	33.32	15.79	15.18
5 year	3.54	26.02	13.5	12.91
7 year	3.33	15.62	11.71	13.63
10 year	3.49	17.22	10.6	15.47
12 year	3.07	16.17	10.84	15.94
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	23.62
3 year	9.08	58.7	29.31	15.18
5 year	3.67	48	18.04	12.91
7 year	3.8	31.03	14.14	13.63
10 year	3.8	28.93	12.39	15.47
12 year	3.63	26.65	12.59	15.94
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	23.62
3 year	7.68	33.37	17.09	15.18
5 year	2.35	27.63	13.51	12.91
7 year	3.76	16.01	12.07	13.63
10 year	3.56	16.94	10.92	15.47
12 year	3.31	16.54	11.01	15.94
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	23.62
3 year	-7.78	14.62	4.22	15.18

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	4.9	7.71
3 year	7.3	7.17
5 year	7.48	7.46
7 year	6.39	6.94
10 year	5.95	7.4
12 year	6.11	7.58

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.71
3 year	20.64	7.17
5 year	13	7.46
7 year	9.48	6.94
10 year	7.99	7.4
12 year	8.12	7.58

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	7.71
3 year	8.22	7.17
5 year	7.77	7.46
7 year	6.6	6.94
10 year	6.23	7.4
12 year	6.37	7.58

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	7.71
3 year	1.11	7.17

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%