Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Growth

Scheme code: INF084M01EQ8 NAV value: ₹ 34.8782 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	6.83	22.56	16.24	20.96
3 year	8.56	14.18	10.88	12.29
5 year	4.48	14.21	9.27	10.81
7 year	7.81	10.49	9.02	9.64
10 year	8.80	10.06	9.35	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	16.24
3 year	6.28	33.32	15.57	10.88
5 year	0.74	26.02	12.91	9.27
7 year	3.33	15.62	11.64	9.02
10 year	3.49	17.22	10.65	9.35
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	16.24
3 year	6.56	32.12	15.66	10.88
5 year	1	26.2	12.75	9.27
7 year	3.8	15.42	11.84	9.02
10 year	3.8	18	11.09	9.35
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	16.24
3 year	7.68	33.37	17	10.88
5 year	0.71	27.63	13.15	9.27
7 year	3.76	16.01	12.04	9.02
10 year	3.56	16.94	10.94	9.35
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	16.24
3 year	8.04	34.46	17.98	10.88
5 year	0.69	28.64	13.53	9.27
7 year	3.97	16.42	12.35	9.02
10 year	3.53	17.72	11.24	9.35
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 16.24% - Median return: 17.34% - Average standard deviation: 1.78

Rolling return for 3 year

- Average return: 10.88% - Median return: 10.79% - Average standard deviation: 0.57

Rolling return for 5 year

- Average return: 9.27% - Median return: 8.98% - Average standard deviation: 0.29

Rolling return for 7 year

- Average return: 9.02% - Median return: 8.8% - Average standard deviation: 0.19

Rolling return for 10 year

- Average return: 9.35% - Median return: 9.34% - Average standard deviation: 0.16

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	12,77,003	77,003	6.42
3 year	36,00,000	42,16,378	6,16,378	5.41
5 year	60,00,000	76,70,716	16,70,716	5.04
7 year	84,00,000	1,18,83,085	34,83,085	5.08
10 year	1,20,00,000	2,03,64,907	83,64,907	5.43

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	6.42
3 year	7.35	5.41
5 year	7.28	5.04
7 year	6.36	5.08
10 year	5.93	5.43

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	6.42
3 year	7.51	5.41
5 year	7.25	5.04
7 year	6.38	5.08
10 year	6.15	5.43

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	6.42
3 year	8.25	5.41
5 year	7.64	5.04
7 year	6.58	5.08
10 year	6.21	5.43

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	6.42
3 year	8.74	5.41
5 year	7.97	5.04
7 year	6.78	5.08
10 year	6.43	5.43

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,77,003 - Absolute Returns: ₹77,003 - CAGR: 6.42%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,16,378 - Absolute Returns: ₹6,16,378 - CAGR: 5.41%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹76,70,716 - Absolute Returns: ₹16,70,716 - CAGR: 5.04%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,18,83,085 - Absolute Returns: ₹34,83,085 - CAGR: 5.08%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,03,64,907 - Absolute Returns: ₹83,64,907 - CAGR: 5.43%