Aditya Birla Sun Life Equity Savings Fund Direct Growth

Scheme code: INF209KA1TP9 NAV value: ₹ 23.1300 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 8.06 17.08 12.10 15.31
3 year 5.96 8.95 7.47 9.57
5 year 8.90 11.09 9.67 10.37
7 year 7.68 8.55 8.02 9.09
10 year 8.40 8.90 8.66 9.16

Rolling return for 1 year

Average return: 12.10%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.87 8.06 8.87 8.06 0.4 8.46 01-2024 01-2025
10.67 9.06 11.2 8.54 1.1 9.87 12-2023 12-2024
10.95 10.69 11.87 9.78 0.74 10.82 11-2023 11-2024
11.61 11.71 12.63 10.7 0.68 11.66 10-2023 10-2024
11.8 12.28 13.26 10.83 0.88 12.04 09-2023 09-2024
11.42 11.81 12.8 10.44 0.85 11.62 08-2023 08-2024
11.61 11.67 13 10.3 0.95 11.64 07-2023 07-2024
12.12 11.57 14.36 9.39 1.77 11.86 06-2023 06-2024
13.88 12.82 15.34 11.39 1.45 13.36 05-2023 05-2024
15.85 14.32 16.76 13.44 1.29 15.09 04-2023 04-2024
15.89 14.73 17.08 13.57 1.31 15.32 03-2023 03-2024
13.84 13.14 14.59 12.41 0.81 13.5 02-2023 02-2024

Rolling return for 3 year

Average return: 7.47%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.44 6.2 7.44 6.2 0.62 6.82 01-2022 01-2025
7.71 7.02 7.88 6.85 0.44 7.36 12-2021 12-2024
6.87 6.25 7.17 5.96 0.48 6.56 11-2021 11-2024
6.89 6.52 7.21 6.2 0.38 6.7 10-2021 10-2024
7.09 6.85 7.56 6.39 0.42 6.97 09-2021 09-2024
7.51 7.14 7.95 6.7 0.46 7.32 08-2021 08-2024
7.91 7.89 8.35 7.45 0.32 7.9 07-2021 07-2024
7.73 7.82 8.45 7.11 0.47 7.78 06-2021 06-2024
8.49 7.91 8.95 7.46 0.57 8.2 05-2021 05-2024
8.42 8.05 8.7 7.77 0.35 8.24 04-2021 04-2024
8.14 7.57 8.51 7.2 0.51 7.86 03-2021 03-2024
8.48 7.34 8.71 7.11 0.69 7.91 02-2021 02-2024

Rolling return for 5 year

Average return: 9.67%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.52 8.94 9.52 8.94 0.29 9.23 01-2020 01-2025
9.6 9.41 9.7 9.3 0.16 9.5 12-2019 12-2024
9.32 9.24 9.5 9.06 0.16 9.28 11-2019 11-2024
10.21 9.51 10.41 9.31 0.46 9.86 10-2019 10-2024
10.8 10.04 11.09 9.75 0.54 10.42 09-2019 09-2024
10.57 10.48 10.85 10.21 0.23 10.53 08-2019 08-2024
10.2 9.7 10.47 9.43 0.41 9.95 07-2019 07-2024
9.28 9.37 9.71 8.94 0.27 9.32 06-2019 06-2024
9.69 9.18 9.97 8.9 0.42 9.43 05-2019 05-2024
9.32 9.38 9.49 9.21 0.1 9.35 04-2019 04-2024
9.67 9.24 9.89 9.02 0.34 9.46 03-2019 03-2024
9.94 9.58 10.09 9.44 0.26 9.76 02-2019 02-2024

Rolling return for 7 year

Average return: 8.02%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.87 7.74 7.87 7.74 0.06 7.8 01-2018 01-2025
8.07 7.84 8.14 7.76 0.16 7.95 12-2017 12-2024
7.94 7.88 8.07 7.75 0.12 7.91 11-2017 11-2024
8.04 7.98 8.18 7.84 0.12 8.01 10-2017 10-2024
8.1 8.05 8.3 7.85 0.16 8.07 09-2017 09-2024
8.02 7.92 8.21 7.73 0.17 7.97 08-2017 08-2024
8.11 7.9 8.3 7.71 0.22 8 07-2017 07-2024
7.9 7.98 8.21 7.68 0.19 7.94 06-2017 06-2024
8.06 7.9 8.25 7.7 0.2 7.98 05-2017 05-2024
8.08 7.93 8.2 7.81 0.15 8 04-2017 04-2024
8.39 8.07 8.55 7.92 0.25 8.23 03-2017 03-2024
8.38 8.28 8.48 8.18 0.11 8.33 02-2017 02-2024

Rolling return for 10 year

Average return: 8.66%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.7 8.4 8.7 8.4 0.15 8.55 01-2015 01-2025
8.85 8.68 8.9 8.62 0.12 8.76 12-2014 12-2024