Aditya Birla Sun Life International Equity Fund Plan B Direct Growth

Scheme code: INF209K01WU9 NAV value: ₹ 30.2806 NAV date: 28 July, 2023

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	-13.94	21.94	1.18	29.45
3 year	-6.38	28.29	11.95	21.23
5 year	-2.95	24.39	9.33	15.79
7 year	3.89	13.49	10.14	14.27
10 year	10.13	12.08	10.99	16.08

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	1.18
3 year	6.28	33.32	15.79	11.95
5 year	3.54	26.02	13.5	9.33
7 year	3.33	15.62	11.71	10.14
10 year	3.49	17.22	10.6	10.99
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	1.18
3 year	9.08	58.7	29.31	11.95
5 year	3.67	48	18.04	9.33
7 year	3.8	31.03	14.14	10.14
10 year	3.8	28.93	12.39	10.99
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	1.18
3 year	7.68	33.37	17.09	11.95
5 year	2.35	27.63	13.51	9.33
7 year	3.76	16.01	12.07	10.14
10 year	3.56	16.94	10.92	10.99
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	1.18
3 year	8.04	34.46	18.26	11.95
5 year	3.37	28.64	14.21	9.33
7 year	3.97	16.42	12.41	10.14
10 year	3.53	17.72	11.22	10.99
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 1.18% - Median return: -0.38% - Average standard deviation: 4.07

Rolling return for 3 year

- Average return: 11.95% - Median return: 12.49% - Average standard deviation: 1.82

Rolling return for 5 year

- Average return: 9.33% - Median return: 9.03% - Average standard deviation: 0.93

Rolling return for 7 year

- Average return: 10.14% - Median return: 10.32% - Average standard deviation: 0.67

Rolling return for 10 year

- Average return: 10.99% - Median return: 10.86% - Average standard deviation: 0.3

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	12,25,191	25,191	2.10
3 year	36,00,000	44,70,016	8,70,016	7.48
5 year	60,00,000	76,07,733	16,07,733	4.86
7 year	84,00,000	1,18,53,245	34,53,245	5.04
10 year	1,20,00,000	1,99,55,261	79,55,261	5.22

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	2.1
3 year	7.3	7.48
5 year	7.48	4.86
7 year	6.39	5.04
10 year	5.95	5.22

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	2.1
3 year	20.64	7.48
5 year	13	4.86
7 year	9.48	5.04
10 year	7.99	5.22

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	2.1
3 year	8.22	7.48
5 year	7.77	4.86
7 year	6.6	5.04
10 year	6.23	5.22

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	2.1
3 year	8.71	7.48
5 year	8.22	4.86
7 year	6.82	5.04
10 year	6.47	5.22

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,25,191 - Absolute Returns: ₹25,191 - CAGR: 2.1%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,70,016 - Absolute Returns: ₹8,70,016 - CAGR: 7.48%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹76,07,733 - Absolute Returns: ₹16,07,733 - CAGR: 4.86%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,18,53,245 - Absolute Returns: ₹34,53,245 - CAGR: 5.04%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,99,55,261 - Absolute Returns: ₹79,55,261 - CAGR: 5.22%