Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Direct Growth

Scheme code: INF084M01EW6 NAV value: ₹ 53.6452 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.33	39.93	26.22	20.96
3 year	10.78	23.73	16.82	12.29
5 year	3.44	22.48	13.10	10.81
7 year	10.09	15.36	12.81	9.64
10 year	11.60	14.84	13.11	9.87

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	26.22
3 year	6.28	33.32	15.57	16.82
5 year	0.74	26.02	12.91	13.1
7 year	3.33	15.62	11.64	12.81
10 year	3.49	17.22	10.65	13.11
12 year	3.07	16.17	10.8
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	26.22
3 year	6.56	32.12	15.66	16.82
5 year	1	26.2	12.75	13.1
7 year	3.8	15.42	11.84	12.81
10 year	3.8	18	11.09	13.11
12 year	3.63	16.86	11.19
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	26.22
3 year	7.68	33.37	17	16.82
5 year	0.71	27.63	13.15	13.1
7 year	3.76	16.01	12.04	12.81
10 year	3.56	16.94	10.94	13.11
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	26.22
3 year	8.04	34.46	17.98	16.82
5 year	0.69	28.64	13.53	13.1
7 year	3.97	16.42	12.35	12.81
10 year	3.53	17.72	11.24	13.11
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 26.22% - Median return: 29.27% - Average standard deviation: 3.85

Rolling return for 3 year

- Average return: 16.82% - Median return: 16.75% - Average standard deviation: 1.3

Rolling return for 5 year

- Average return: 13.1% - Median return: 12.84% - Average standard deviation: 0.68

Rolling return for 7 year

- Average return: 12.81% - Median return: 12.71% - Average standard deviation: 0.47

Rolling return for 10 year

- Average return: 13.11% - Median return: 13.11% - Average standard deviation: 0.4

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	13,14,892	1,14,892	9.58
3 year	36,00,000	45,81,948	9,81,948	8.37
5 year	60,00,000	85,99,017	25,99,017	7.46
7 year	84,00,000	1,40,06,163	56,06,163	7.58
10 year	1,20,00,000	2,59,10,126	1,39,10,126	8.00

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.58
3 year	7.35	8.37
5 year	7.28	7.46
7 year	6.36	7.58
10 year	5.93	8

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.58
3 year	7.51	8.37
5 year	7.25	7.46
7 year	6.38	7.58
10 year	6.15	8

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.58
3 year	8.25	8.37
5 year	7.64	7.46
7 year	6.58	7.58
10 year	6.21	8

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	9.58
3 year	8.74	8.37
5 year	7.97	7.46
7 year	6.78	7.58
10 year	6.43	8

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,892 - Absolute Returns: ₹1,14,892 - CAGR: 9.58%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,81,948 - Absolute Returns: ₹9,81,948 - CAGR: 8.37%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,99,017 - Absolute Returns: ₹25,99,017 - CAGR: 7.46%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,06,163 - Absolute Returns: ₹56,06,163 - CAGR: 7.58%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,59,10,126 - Absolute Returns: ₹1,39,10,126 - CAGR: 8%