Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Growth

Scheme code: INF084M01EQ8 NAV value: ₹ 35.6843 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	6.83	22.56	16.24	20.88
3 year	8.56	14.18	10.88	12.25
5 year	4.48	14.21	9.27	10.76
7 year	7.81	10.49	9.02	9.59
10 year	8.80	10.06	9.35	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	16.24
3 year	6.28	33.32	15.79	10.88
5 year	3.54	26.02	13.5	9.27
7 year	3.33	15.62	11.71	9.02
10 year	3.49	17.22	10.6	9.35
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	16.24
3 year	9.08	58.7	29.31	10.88
5 year	3.67	48	18.04	9.27
7 year	3.8	31.03	14.14	9.02
10 year	3.8	28.93	12.39	9.35
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	16.24
3 year	7.68	33.37	17.09	10.88
5 year	2.35	27.63	13.51	9.27
7 year	3.76	16.01	12.07	9.02
10 year	3.56	16.94	10.92	9.35
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	16.24
3 year	8.04	34.46	18.26	10.88
5 year	3.37	28.64	14.21	9.27
7 year	3.97	16.42	12.41	9.02
10 year	3.53	17.72	11.22	9.35
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

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	4.9	6.42
3 year	7.3	5.41
5 year	7.48	5.04
7 year	6.39	5.08
10 year	5.95	5.43

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.42
3 year	20.64	5.41
5 year	13	5.04
7 year	9.48	5.08
10 year	7.99	5.43

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.42
3 year	8.22	5.41
5 year	7.77	5.04
7 year	6.6	5.08
10 year	6.23	5.43

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.42
3 year	8.71	5.41
5 year	8.22	5.04
7 year	6.82	5.08
10 year	6.47	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%