Aditya Birla Sun Life Medium Term Plan Direct Growth
Scheme code: INF209K01XA9
NAV value:
₹ 42.8549
NAV date: 7 May, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.23 | 14.55 | 9.97 | 7.8 |
| 3 year | 4.86 | 17.15 | 12.84 | 6.13 |
| 5 year | 4.42 | 13.30 | 7.72 | 6.62 |
| 7 year | 6.26 | 9.45 | 8.00 | 7.32 |
| 10 year | 8.96 | 9.68 | 9.30 | 7.97 |
| 12 year | 9.49 | 9.85 | 9.66 | 8.19 |
Rolling return for 1 year
- Average return: 9.97% - Median return: 9.71% - Average standard deviation: 0.75Rolling return for 3 year
- Average return: 12.84% - Median return: 13.6% - Average standard deviation: 0.42Rolling return for 5 year
- Average return: 7.72% - Median return: 8.39% - Average standard deviation: 0.2Rolling return for 7 year
- Average return: 8% - Median return: 8.16% - Average standard deviation: 0.13Rolling return for 10 year
- Average return: 9.3% - Median return: 9.28% - Average standard deviation: 0.07Rolling return for 12 year
- Average return: 9.66% - Median return: 9.64% - Average standard deviation: 0.08SIP 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 | 12,60,473 | 60,473 | 5.04 |
| 3 year | 36,00,000 | 43,83,219 | 7,83,219 | 6.78 |
| 5 year | 60,00,000 | 74,76,205 | 14,76,205 | 4.50 |
| 7 year | 84,00,000 | 1,11,82,514 | 27,82,514 | 4.17 |
| 10 year | 1,20,00,000 | 1,95,32,860 | 75,32,860 | 4.99 |
| 12 year | 1,44,00,000 | 2,64,47,117 | 1,20,47,117 | 5.20 |