Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Direct Growth

Scheme code: INF084M01EW6 NAV value: ₹ 56.0851 NAV date: 6 May, 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	20.88
3 year	10.78	23.73	16.82	12.25
5 year	3.44	22.48	13.10	10.76
7 year	10.09	15.36	12.81	9.59
10 year	11.60	14.84	13.11	9.68

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	26.22
3 year	6.28	33.32	15.79	16.82
5 year	3.54	26.02	13.5	13.1
7 year	3.33	15.62	11.71	12.81
10 year	3.49	17.22	10.6	13.11
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	26.22
3 year	9.08	58.7	29.31	16.82
5 year	3.67	48	18.04	13.1
7 year	3.8	31.03	14.14	12.81
10 year	3.8	28.93	12.39	13.11
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	26.22
3 year	7.68	33.37	17.09	16.82
5 year	2.35	27.63	13.51	13.1
7 year	3.76	16.01	12.07	12.81
10 year	3.56	16.94	10.92	13.11
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	26.22
3 year	8.04	34.46	18.26	16.82
5 year	3.37	28.64	14.21	13.1
7 year	3.97	16.42	12.41	12.81
10 year	3.53	17.72	11.22	13.11
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

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	4.9	9.58
3 year	7.3	8.37
5 year	7.48	7.46
7 year	6.39	7.58
10 year	5.95	8

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.58
3 year	20.64	8.37
5 year	13	7.46
7 year	9.48	7.58
10 year	7.99	8

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.58
3 year	8.22	8.37
5 year	7.77	7.46
7 year	6.6	7.58
10 year	6.23	8

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	9.58
3 year	8.71	8.37
5 year	8.22	7.46
7 year	6.82	7.58
10 year	6.47	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%