Aditya Birla Sun Life Equity Savings Fund Direct Growth

Scheme code: INF209KA1TP9 NAV value: ₹ 23.5700 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.0715.3410.3013.21
3 year5.9614.378.969.93
5 year4.8413.108.629.1
7 year7.519.798.388.72
10 year8.208.908.519.14

Rolling return for 1 year

- Average return: 10.3% - Median return: 10.7% - Average standard deviation: 0.94

Rolling return for 3 year

- Average return: 8.96% - Median return: 8.48% - Average standard deviation: 0.7

Rolling return for 5 year

- Average return: 8.62% - Median return: 9.02% - Average standard deviation: 0.39

Rolling return for 7 year

- Average return: 8.38% - Median return: 8.3% - Average standard deviation: 0.24

Rolling return for 10 year

- Average return: 8.51% - Median return: 8.5% - Average standard deviation: 0.13

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 year12,00,00012,49,31849,3184.12
3 year36,00,00040,68,6644,68,6644.17
5 year60,00,00074,67,58514,67,5854.47
7 year84,00,0001,13,78,89329,78,8934.43
10 year1,20,00,0001,87,11,96567,11,9654.54

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,49,318 - Absolute Returns: ₹49,318 - CAGR: 4.12%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,68,664 - Absolute Returns: ₹4,68,664 - CAGR: 4.17%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,67,585 - Absolute Returns: ₹14,67,585 - CAGR: 4.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,13,78,893 - Absolute Returns: ₹29,78,893 - CAGR: 4.43%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,87,11,965 - Absolute Returns: ₹67,11,965 - CAGR: 4.54%