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	17.43	1.18
3 year	6.28	33.32	15.57	11.95
5 year	0.74	26.02	12.91	9.33
7 year	3.33	15.62	11.64	10.14
10 year	3.49	17.22	10.65	10.99
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	1.18
3 year	6.56	32.12	15.66	11.95
5 year	1	26.2	12.75	9.33
7 year	3.8	15.42	11.84	10.14
10 year	3.8	18	11.09	10.99
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	1.18
3 year	7.68	33.37	17	11.95
5 year	0.71	27.63	13.15	9.33
7 year	3.76	16.01	12.04	10.14
10 year	3.56	16.94	10.94	10.99
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	1.18
3 year	8.04	34.46	17.98	11.95
5 year	0.69	28.64	13.53	9.33
7 year	3.97	16.42	12.35	10.14
10 year	3.53	17.72	11.24	10.99
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

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	5.83	2.1
3 year	7.35	7.48
5 year	7.28	4.86
7 year	6.36	5.04
10 year	5.93	5.22

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	2.1
3 year	7.51	7.48
5 year	7.25	4.86
7 year	6.38	5.04
10 year	6.15	5.22

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	2.1
3 year	8.25	7.48
5 year	7.64	4.86
7 year	6.58	5.04
10 year	6.21	5.22

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	2.1
3 year	8.74	7.48
5 year	7.97	4.86
7 year	6.78	5.04
10 year	6.43	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%