Aditya Birla Sun Life Focused Fund Direct Growth

Scheme code: INF209K01WE3 NAV value: ₹ 153.5084 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year2.0448.7726.9227.5
3 year9.6931.4517.5019.35
5 year2.9327.6813.9315.23
7 year7.9817.8313.6314.59
10 year11.6817.5314.9816.01
12 year14.9316.4015.7316.38

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5126.92
3 year 6.2833.3215.7917.5
5 year 3.5426.0213.513.93
7 year 3.3315.6211.7113.63
10 year 3.4917.2210.614.98
12 year 3.0716.1710.8415.73
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0626.92
3 year 9.0858.729.3117.5
5 year 3.674818.0413.93
7 year 3.831.0314.1413.63
10 year 3.828.9312.3914.98
12 year 3.6326.6512.5915.73
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7626.92
3 year 7.6833.3717.0917.5
5 year 2.3527.6313.5113.93
7 year 3.7616.0112.0713.63
10 year 3.5616.9410.9214.98
12 year 3.3116.5411.0115.73
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6826.92
3 year 8.0434.4618.2617.5
5 year 3.3728.6414.2113.93
7 year 3.9716.4212.4113.63
10 year 3.5317.7211.2214.98
12 year 3.116.9711.3115.73
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 26.92% - Median return: 32.17% - Average standard deviation: 4.57

Rolling return for 3 year

- Average return: 17.5% - Median return: 17.2% - Average standard deviation: 1.82

Rolling return for 5 year

- Average return: 13.93% - Median return: 13.89% - Average standard deviation: 0.95

Rolling return for 7 year

- Average return: 13.63% - Median return: 13.66% - Average standard deviation: 0.7

Rolling return for 10 year

- Average return: 14.98% - Median return: 15.19% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 15.73% - Median return: 15.69% - Average standard deviation: 0.41

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 year12,00,00013,12,1851,12,1859.35
3 year36,00,00046,18,62610,18,6268.66
5 year60,00,00088,17,33728,17,3378.00
7 year84,00,0001,37,75,09953,75,0997.32
10 year1,20,00,0002,57,85,1331,37,85,1337.95
12 year1,44,00,0003,70,33,1162,26,33,1168.19

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.35
3 year 7.38.66
5 year 7.488
7 year 6.397.32
10 year 5.957.95
12 year 6.118.19
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.35
3 year 20.648.66
5 year 138
7 year 9.487.32
10 year 7.997.95
12 year 8.128.19
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.35
3 year 8.228.66
5 year 7.778
7 year 6.67.32
10 year 6.237.95
12 year 6.378.19
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.35
3 year 8.718.66
5 year 8.228
7 year 6.827.32
10 year 6.477.95
12 year 6.68.19

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,185 - Absolute Returns: ₹1,12,185 - CAGR: 9.35%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,18,626 - Absolute Returns: ₹10,18,626 - CAGR: 8.66%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,17,337 - Absolute Returns: ₹28,17,337 - CAGR: 8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,75,099 - Absolute Returns: ₹53,75,099 - CAGR: 7.32%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,57,85,133 - Absolute Returns: ₹1,37,85,133 - CAGR: 7.95%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,70,33,116 - Absolute Returns: ₹2,26,33,116 - CAGR: 8.19%