Aditya Birla Sun Life Medium Term Plan Direct Growth

Scheme code: INF209K01XA9 NAV value: ₹ 40.6066 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 6.23 12.42 9.15 7.69
3 year 12.73 14.71 13.71 6.44
5 year 9.16 12.28 10.09 6.31
7 year 8.13 8.86 8.51 6.48
10 year 8.96 9.39 9.16 7.83

Rolling return for 1 year

Average return: 9.15%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.39 10.54 11.39 10.54 0.43 10.96 01-2024 01-2025
11.86 11.27 12.3 10.84 0.56 11.57 12-2023 12-2024
11.8 11.59 12.42 10.97 0.52 11.7 11-2023 11-2024
9.85 11.79 12.37 9.29 1.29 10.82 10-2023 10-2024
8.81 9.58 10.11 8.28 0.7 9.2 09-2023 09-2024
8.59 8.79 9.42 7.97 0.52 8.69 08-2023 08-2024
8.02 8.48 9.08 7.42 0.61 8.25 07-2023 07-2024
6.96 7.99 8.32 6.63 0.7 7.48 06-2023 06-2024
7.2 7.2 8.18 6.23 0.69 7.2 05-2023 05-2024
7.94 7.11 8.25 6.8 0.59 7.52 04-2023 04-2024
8.31 8.09 8.98 7.43 0.55 8.2 03-2023 03-2024
8.03 8.31 8.63 7.72 0.34 8.17 02-2023 02-2024

Rolling return for 3 year

Average return: 13.71%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.65 14.53 14.65 14.53 0.06 14.59 01-2022 01-2025
14.56 14.62 14.71 14.47 0.09 14.59 12-2021 12-2024
14.49 14.5 14.7 14.29 0.15 14.5 11-2021 11-2024
13.71 14.46 14.57 13.6 0.43 14.08 10-2021 10-2024
13.55 13.77 14 13.32 0.25 13.66 09-2021 09-2024
13.53 13.57 13.82 13.29 0.19 13.55 08-2021 08-2024
13.43 13.53 13.8 13.16 0.23 13.48 07-2021 07-2024
13.02 13.32 13.5 12.84 0.26 13.17 06-2021 06-2024
13.05 13.07 13.39 12.73 0.23 13.06 05-2021 05-2024
13.12 13 13.23 12.89 0.13 13.06 04-2021 04-2024
13.33 13.26 13.56 13.02 0.19 13.29 03-2021 03-2024
13.72 13.32 13.93 13.11 0.32 13.52 02-2021 02-2024

Rolling return for 5 year

Average return: 10.09%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.1 11.96 12.1 11.96 0.07 12.03 01-2020 01-2025
12.14 12.06 12.23 11.97 0.1 12.1 12-2019 12-2024
12.16 10.56 12.28 10.44 0.86 11.36 11-2019 11-2024
10.09 10.01 10.58 9.51 0.38 10.05 10-2019 10-2024
9.55 9.5 9.81 9.24 0.2 9.52 09-2019 09-2024
9.5 9.56 9.67 9.4 0.1 9.53 08-2019 08-2024
9.57 9.46 9.78 9.24 0.19 9.51 07-2019 07-2024
9.43 9.54 9.71 9.26 0.16 9.48 06-2019 06-2024
9.41 9.45 9.61 9.25 0.13 9.43 05-2019 05-2024
9.3 9.28 9.36 9.22 0.05 9.29 04-2019 04-2024
9.45 9.3 9.58 9.16 0.16 9.37 03-2019 03-2024
9.35 9.37 9.47 9.25 0.08 9.36 02-2019 02-2024

Rolling return for 7 year

Average return: 8.51%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.83 8.76 8.83 8.76 0.04 8.8 01-2018 01-2025
8.8 8.83 8.86 8.77 0.03 8.82 12-2017 12-2024
8.72 8.76 8.81 8.67 0.05 8.74 11-2017 11-2024
8.45 8.72 8.8 8.37 0.18 8.59 10-2017 10-2024
8.35 8.5 8.53 8.32 0.09 8.43 09-2017 09-2024
8.33 8.36 8.45 8.24 0.07 8.34 08-2017 08-2024
8.34 8.33 8.49 8.18 0.11 8.34 07-2017 07-2024
8.3 8.32 8.5 8.13 0.13 8.31 06-2017 06-2024
8.39 8.34 8.53 8.2 0.12 8.36 05-2017 05-2024
8.46 8.38 8.5 8.34 0.06 8.42 04-2017 04-2024
8.55 8.48 8.65 8.38 0.1 8.52 03-2017 03-2024
8.51 8.39 8.6 8.3 0.11 8.45 02-2017 02-2024

Rolling return for 10 year

Average return: 9.16%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.13 9.01 9.13 9.01 0.06 9.07 01-2015 01-2025
9.19 9.13 9.23 9.09 0.05 9.16 12-2014 12-2024
9.23 9.18 9.29 9.12 0.06 9.2 11-2014 11-2024
9.14 9.24 9.39 9 0.14 9.19 10-2014 10-2024
9.14 9.17 9.27 9.04 0.08 9.16 09-2014 09-2024
9.14 9.15 9.22 9.07 0.05 9.14 08-2014 08-2024
9.1 9.13 9.21 9.02 0.07 9.12 07-2014 07-2024
9.06 9.1 9.2 8.96 0.09 9.08 06-2014 06-2024
9.13 9.09 9.23 8.99 0.09 9.11 05-2014 05-2024
9.21 9.12 9.24 9.09 0.06 9.16 04-2014 04-2024
9.28 9.21 9.34 9.14 0.07 9.24 03-2014 03-2024
9.28 9.28 9.34 9.22 0.04 9.28 02-2014 02-2024