Aditya Birla Sun Life Financial Planning Fund Moderate Plan Direct Growth

Scheme code: INF084M01ET2 NAV value: ₹ 42.1823 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	4.81	31.09	21.17	20.96
3 year	9.80	18.79	13.74	12.29
5 year	3.75	18.32	11.07	10.81
7 year	8.84	12.86	10.76	9.64
10 year	10.04	12.21	11.04	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	21.17
3 year	6.28	33.32	15.57	13.74
5 year	0.74	26.02	12.91	11.07
7 year	3.33	15.62	11.64	10.76
10 year	3.49	17.22	10.65	11.04
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	21.17
3 year	6.56	32.12	15.66	13.74
5 year	1	26.2	12.75	11.07
7 year	3.8	15.42	11.84	10.76
10 year	3.8	18	11.09	11.04
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	21.17
3 year	7.68	33.37	17	13.74
5 year	0.71	27.63	13.15	11.07
7 year	3.76	16.01	12.04	10.76
10 year	3.56	16.94	10.94	11.04
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	21.17
3 year	8.04	34.46	17.98	13.74
5 year	0.69	28.64	13.53	11.07
7 year	3.97	16.42	12.35	10.76
10 year	3.53	17.72	11.24	11.04
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 21.17% - Median return: 23.26% - Average standard deviation: 2.8

Rolling return for 3 year

- Average return: 13.74% - Median return: 13.71% - Average standard deviation: 0.92

Rolling return for 5 year

- Average return: 11.07% - Median return: 10.73% - Average standard deviation: 0.47

Rolling return for 7 year

- Average return: 10.76% - Median return: 10.59% - Average standard deviation: 0.3

Rolling return for 10 year

- Average return: 11.04% - Median return: 11.05% - Average standard deviation: 0.26

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	12,95,559	95,559	7.97
3 year	36,00,000	43,87,945	7,87,945	6.82
5 year	60,00,000	81,04,309	21,04,309	6.20
7 year	84,00,000	1,28,60,067	44,60,067	6.27
10 year	1,20,00,000	2,28,34,531	1,08,34,531	6.65

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	7.97
3 year	7.35	6.82
5 year	7.28	6.2
7 year	6.36	6.27
10 year	5.93	6.65

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.97
3 year	7.51	6.82
5 year	7.25	6.2
7 year	6.38	6.27
10 year	6.15	6.65

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.97
3 year	8.25	6.82
5 year	7.64	6.2
7 year	6.58	6.27
10 year	6.21	6.65

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	7.97
3 year	8.74	6.82
5 year	7.97	6.2
7 year	6.78	6.27
10 year	6.43	6.65

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,559 - Absolute Returns: ₹95,559 - CAGR: 7.97%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,87,945 - Absolute Returns: ₹7,87,945 - CAGR: 6.82%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,04,309 - Absolute Returns: ₹21,04,309 - CAGR: 6.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,28,60,067 - Absolute Returns: ₹44,60,067 - CAGR: 6.27%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,28,34,531 - Absolute Returns: ₹1,08,34,531 - CAGR: 6.65%