Aditya Birla Sun Life International Equity Fund Direct Growth

Scheme code: INF209K01WS3 NAV value: ₹ 37.9479 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.18	31.31	14.32	29.45
3 year	2.08	20.45	8.08	21.23
5 year	-13.79	17.61	10.98	15.79
7 year	5.93	12.36	9.95	14.27
10 year	6.34	10.96	8.79	16.08
12 year	9.54	10.89	10.33	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	14.32
3 year	6.28	33.32	15.57	8.08
5 year	0.74	26.02	12.91	10.98
7 year	3.33	15.62	11.64	9.95
10 year	3.49	17.22	10.65	8.79
12 year	3.07	16.17	10.8	10.33
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	14.32
3 year	6.56	32.12	15.66	8.08
5 year	1	26.2	12.75	10.98
7 year	3.8	15.42	11.84	9.95
10 year	3.8	18	11.09	8.79
12 year	3.63	16.86	11.19	10.33
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	14.32
3 year	7.68	33.37	17	8.08
5 year	0.71	27.63	13.15	10.98
7 year	3.76	16.01	12.04	9.95
10 year	3.56	16.94	10.94	8.79
12 year	3.31	16.54	10.99	10.33
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	14.32
3 year	8.04	34.46	17.98	8.08
5 year	0.69	28.64	13.53	10.98
7 year	3.97	16.42	12.35	9.95
10 year	3.53	17.72	11.24	8.79
12 year	3.1	16.97	11.25	10.33
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 14.32% - Median return: 13.77% - Average standard deviation: 4.05

Rolling return for 3 year

- Average return: 8.08% - Median return: 7.74% - Average standard deviation: 1.51

Rolling return for 5 year

- Average return: 10.98% - Median return: 10.95% - Average standard deviation: 1.05

Rolling return for 7 year

- Average return: 9.95% - Median return: 10.28% - Average standard deviation: 0.58

Rolling return for 10 year

- Average return: 8.79% - Median return: 8.79% - Average standard deviation: 0.36

Rolling return for 12 year

- Average return: 10.33% - Median return: 10.37% - 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	12,84,570	84,570	7.05
3 year	36,00,000	39,99,382	3,99,382	3.57
5 year	60,00,000	78,39,472	18,39,472	5.49
7 year	84,00,000	1,21,21,613	37,21,613	5.38
10 year	1,20,00,000	1,95,51,002	75,51,002	5.00
12 year	1,44,00,000	2,68,79,504	1,24,79,504	5.34

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	7.05
3 year	7.35	3.57
5 year	7.28	5.49
7 year	6.36	5.38
10 year	5.93	5
12 year	6.09	5.34

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.05
3 year	7.51	3.57
5 year	7.25	5.49
7 year	6.38	5.38
10 year	6.15	5
12 year	6.3	5.34

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.05
3 year	8.25	3.57
5 year	7.64	5.49
7 year	6.58	5.38
10 year	6.21	5
12 year	6.36	5.34

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	7.05
3 year	8.74	3.57
5 year	7.97	5.49
7 year	6.78	5.38
10 year	6.43	5
12 year	6.57	5.34

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,570 - Absolute Returns: ₹84,570 - CAGR: 7.05%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,99,382 - Absolute Returns: ₹3,99,382 - CAGR: 3.57%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,39,472 - Absolute Returns: ₹18,39,472 - CAGR: 5.49%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,21,613 - Absolute Returns: ₹37,21,613 - CAGR: 5.38%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,95,51,002 - Absolute Returns: ₹75,51,002 - CAGR: 5%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,68,79,504 - Absolute Returns: ₹1,24,79,504 - CAGR: 5.34%