Aditya Birla Sun Life Income Fund Direct Growth

Scheme code: INF209K01WY1 NAV value: ₹ 134.5174 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium to Long Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.2110.828.228.21
3 year4.158.986.086.5
5 year6.339.997.856.99
7 year5.8310.288.087.33
10 year7.298.668.037.54
12 year7.758.007.877.54

Rolling return for 1 year

- Average return: 8.22% - Median return: 8.25% - Average standard deviation: 0.7

Rolling return for 3 year

- Average return: 6.08% - Median return: 6.06% - Average standard deviation: 0.3

Rolling return for 5 year

- Average return: 7.85% - Median return: 7.69% - Average standard deviation: 0.21

Rolling return for 7 year

- Average return: 8.08% - Median return: 7.87% - Average standard deviation: 0.17

Rolling return for 10 year

- Average return: 8.03% - Median return: 8.08% - Average standard deviation: 0.12

Rolling return for 12 year

- Average return: 7.87% - Median return: 7.86% - Average standard deviation: 0.08

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 year12,00,00012,47,12847,1283.93
3 year36,00,00039,16,2853,16,2852.85
5 year60,00,00072,18,01512,18,0153.77
7 year84,00,0001,10,37,98126,37,9813.98
10 year1,20,00,0001,74,82,03754,82,0373.83
12 year1,44,00,0002,30,69,03986,69,0394.01

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,47,128 - Absolute Returns: ₹47,128 - CAGR: 3.93%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,16,285 - Absolute Returns: ₹3,16,285 - CAGR: 2.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,18,015 - Absolute Returns: ₹12,18,015 - CAGR: 3.77%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,37,981 - Absolute Returns: ₹26,37,981 - CAGR: 3.98%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,74,82,037 - Absolute Returns: ₹54,82,037 - CAGR: 3.83%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,30,69,039 - Absolute Returns: ₹86,69,039 - CAGR: 4.01%