Aditya Birla Sun Life Long Duration Fund
Direct · Growth ₹13.43
31 Jul 2026
NAV
7.6%
3Y CAGR
7.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.32
Sharpe
-3.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.45 L | 7.4% | -4.0% | 15.0% |
| 3 Years | ₹36.00 L | ₹39.61 L | 6.8% | 4.0% | 9.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.4% | 14.5% | 5.5% | -7.1% |
| 3 Years | 6.8% | 11.2% | 5.8% | -4.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.7% | 8.1% | -2.0% | 13.7% | 0.36 | 0.58 | 95% | — | — |
| 3 Years | 7.6% | 7.9% | 5.8% | 9.2% | 1.32 | 7.75 | 100% | — | — |
-3.3%
Max Drawdown
3 mo
Drawdown Duration
10 mo
Recovery Time
-0.6%
Avg Drawdown
Calmar Ratio by Duration
2.32
1Y
2.28
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -3.18 | 0.11 | 13.0% | 9.7% | 2.0% | -5.2% |
| 3 Years | +0.23 | 0.07 | 10.8% | 2.3% | 6.7% | 6.5% |
| 5 Years | -0.56 | 0.08 | 11.6% | 2.0% | 5.9% | 6.1% |
| 7 Years | -2.15 | 0.08 | 11.6% | 2.0% | 4.2% | 4.3% |
| 10 Years | -3.33 | 0.08 | 11.6% | 2.0% | 2.9% | 3.0% |
| 12 Years | -3.78 | 0.08 | 11.6% | 2.0% | 2.4% | 2.5% |
| 15 Years | -4.23 | 0.08 | 11.6% | 2.0% | 1.9% | 2.0% |