Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Direct Growth

Scheme code: INF084M01EW6 NAV value: ₹ 52.9513 NAV date: 28 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 15.30 39.93 30.07 22.2
3 year 13.88 19.60 16.77 12.93
5 year 15.06 21.26 18.02 13.2
7 year 12.95 15.36 13.99 10.54
10 year 12.73 14.84 13.59 10.36

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 30.07
3 year 7.63 16.87 13.32 16.77
5 year 12.6 19.62 15.37 18.02
7 year 10.81 15.2 13.42 13.99
10 year 9.81 13.99 12.12 13.59
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 30.07
3 year 7.94 17.89 14.14 16.77
5 year 13.28 20.23 15.93 18.02
7 year 10.62 15.28 13.42 13.99
10 year 10.08 14.47 12.61 13.59
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 30.07
3 year 9.26 19.51 15.7 16.77
5 year 14.45 21.69 17.28 18.02
7 year 11.07 15.88 13.98 13.99
10 year 10.64 15.2 13.25 13.59
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 30.07
3 year 9.84 20.48 16.73 16.77
5 year 15.2 22.82 18.38 18.02
7 year 11.31 16.28 14.37 13.99
10 year 11.16 15.89 13.85 13.59
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 30.07
10 year 4.92 20.34 12.6 13.59

Rolling return for 1 year

Average return: 30.07%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.56 15.3 18.56 15.3 1.63 16.93 01-2024 01-2025
22.98 21.31 27.13 17.34 3.51 22.19 12-2023 12-2024
28.87 26.05 33.45 21.72 4.27 27.52 11-2023 11-2024
32.26 35.17 39.89 27.79 4.4 33.78 10-2023 10-2024
33.84 34.68 38.02 30.59 2.64 34.28 09-2023 09-2024
32.07 35.23 38.59 28.88 3.61 33.69 08-2023 08-2024
34.95 35.77 39.93 30.94 3.19 35.4 07-2023 07-2024
26.89 34.67 38.82 23.1 6.2 30.87 06-2023 06-2024
29.99 32.65 36.09 26.7 3.45 31.36 05-2023 05-2024
33.06 33.46 36.97 29.66 2.59 33.29 04-2023 04-2024
30.29 32.02 35.43 27.02 3.04 31.19 03-2023 03-2024
30.3 30.44 33.58 27.23 2.25 30.39 02-2023 02-2024

Rolling return for 3 year

Average return: 16.77%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.21 14.25 16.21 14.25 0.98 15.23 01-2022 01-2025
16.81 16.69 18.11 15.4 0.96 16.75 12-2021 12-2024
15.6 15.21 16.96 13.88 1.1 15.41 11-2021 11-2024
15.85 16.65 18.04 14.49 1.29 16.26 10-2021 10-2024
17.56 17.82 18.78 16.62 0.77 17.7 09-2021 09-2024
17.11 17.75 19 15.88 1.13 17.43 08-2021 08-2024
18.17 18.68 19.6 17.25 0.85 18.42 07-2021 07-2024
15.29 17.81 18.8 14.34 1.81 16.56 06-2021 06-2024
17.13 16.95 18.93 15.18 1.33 17.05 05-2021 05-2024
17.65 17.57 18.79 16.44 0.83 17.61 04-2021 04-2024
16.25 16.05 17.76 14.57 1.13 16.16 03-2021 03-2024
17.2 15.98 18.18 15.02 1.2 16.6 02-2021 02-2024

Rolling return for 5 year

Average return: 18.02%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.1 17.23 18.1 17.23 0.44 17.66 01-2020 01-2025
18.24 18.51 19.02 17.72 0.47 18.37 12-2019 12-2024
17.98 18.25 18.81 17.43 0.5 18.12 11-2019 11-2024
19.43 19.63 20.78 18.29 0.88 19.53 10-2019 10-2024
20.52 19.9 21.26 19.16 0.77 20.21 09-2019 09-2024
19.72 20.22 20.88 19.06 0.67 19.97 08-2019 08-2024
19.25 19.04 20.11 18.18 0.69 19.14 07-2019 07-2024
16.4 17.79 18.51 15.69 1.11 17.1 06-2019 06-2024
16.98 16.82 18.06 15.75 0.82 16.9 05-2019 05-2024
16.22 16.56 16.89 15.89 0.37 16.39 04-2019 04-2024
16.13 15.96 17.03 15.06 0.7 16.05 03-2019 03-2024
16.9 16.76 17.49 16.18 0.47 16.83 02-2019 02-2024

Rolling return for 7 year

Average return: 13.99%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.5 13.14 13.5 13.14 0.18 13.32 01-2018 01-2025
13.92 13.82 14.46 13.29 0.42 13.87 12-2017 12-2024
13.68 13.88 14.25 13.31 0.34 13.78 11-2017 11-2024
14.15 14.65 15.07 13.73 0.51 14.4 10-2017 10-2024
14.85 14.73 15.36 14.23 0.4 14.79 09-2017 09-2024
14.31 14.58 15.1 13.79 0.47 14.44 08-2017 08-2024
14.62 14.58 15.21 13.99 0.43 14.6 07-2017 07-2024
13.23 14.41 14.7 12.95 0.75 13.82 06-2017 06-2024
13.58 13.89 14.33 13.15 0.43 13.74 05-2017 05-2024
13.63 13.73 14.1 13.27 0.3 13.68 04-2017 04-2024
13.54 13.62 14.17 13 0.41 13.58 03-2017 03-2024
13.88 13.96 14.29 13.55 0.26 13.92 02-2017 02-2024

Rolling return for 10 year

Average return: 13.59%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.48 12.73 13.48 12.73 0.38 13.1 01-2015 01-2025
13.65 13.53 14.03 13.16 0.31 13.59 12-2014 12-2024
13.42 13.46 13.82 13.06 0.27 13.44 11-2014 11-2024
14.2 14.28 14.84 13.64 0.43 14.24 10-2014 10-2024