Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Growth

Scheme code: INF209K01ZC0 NAV value: ₹ 1579.1300 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year3.3336.7921.5222.06
3 year8.0125.6914.3316.61
5 year2.0622.6510.9113.59
7 year7.4515.8911.4012.75
10 year9.7915.2513.0414.07
12 year12.8814.0313.5214.58

Rolling return for 1 year

- Average return: 21.52% - Median return: 25.01% - Average standard deviation: 3.46

Rolling return for 3 year

- Average return: 14.33% - Median return: 13.59% - Average standard deviation: 1.39

Rolling return for 5 year

- Average return: 10.91% - Median return: 11.04% - Average standard deviation: 0.73

Rolling return for 7 year

- Average return: 11.4% - Median return: 11.1% - Average standard deviation: 0.54

Rolling return for 10 year

- Average return: 13.04% - Median return: 13.2% - Average standard deviation: 0.35

Rolling return for 12 year

- Average return: 13.52% - Median return: 13.51% - Average standard deviation: 0.32

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 year12,00,00012,91,02091,0207.59
3 year36,00,00044,05,6488,05,6486.97
5 year60,00,00081,51,14921,51,1496.32
7 year84,00,0001,24,72,20540,72,2055.81
10 year1,20,00,0002,23,68,9671,03,68,9676.43
12 year1,44,00,0003,12,91,7921,68,91,7926.68

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,91,020 - Absolute Returns: ₹91,020 - CAGR: 7.59%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,05,648 - Absolute Returns: ₹8,05,648 - CAGR: 6.97%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,51,149 - Absolute Returns: ₹21,51,149 - CAGR: 6.32%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,24,72,205 - Absolute Returns: ₹40,72,205 - CAGR: 5.81%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,23,68,967 - Absolute Returns: ₹1,03,68,967 - CAGR: 6.43%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,12,91,792 - Absolute Returns: ₹1,68,91,792 - CAGR: 6.68%