Aditya Birla Sun Life Savings Fund Direct Growth

Scheme code: INF209K01UR9 NAV value: ₹ 549.3140 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.008.797.833.46
3 year5.037.235.825.7
5 year6.118.466.946.19
7 year6.578.877.477.3
10 year7.247.807.537.84
12 year7.677.797.7312.97

Rolling return for 1 year

- Average return: 7.83% - Median return: 7.76% - Average standard deviation: 0.44

Rolling return for 3 year

- Average return: 5.82% - Median return: 5.66% - Average standard deviation: 0.13

Rolling return for 5 year

- Average return: 6.94% - Median return: 6.58% - Average standard deviation: 0.09

Rolling return for 7 year

- Average return: 7.47% - Median return: 7.14% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.53% - Median return: 7.51% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 7.73% - Median return: 7.73% - Average standard deviation: 0.04

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 year12,00,00012,42,88742,8873.58
3 year36,00,00039,25,9713,25,9712.93
5 year60,00,00070,49,28110,49,2813.28
7 year84,00,0001,07,10,15623,10,1563.53
10 year1,20,00,0001,69,94,40349,94,4033.54
12 year1,44,00,0002,23,49,50679,49,5063.73

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,887 - Absolute Returns: ₹42,887 - CAGR: 3.58%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,25,971 - Absolute Returns: ₹3,25,971 - CAGR: 2.93%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,49,281 - Absolute Returns: ₹10,49,281 - CAGR: 3.28%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,10,156 - Absolute Returns: ₹23,10,156 - CAGR: 3.53%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,69,94,403 - Absolute Returns: ₹49,94,403 - CAGR: 3.54%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,23,49,506 - Absolute Returns: ₹79,49,506 - CAGR: 3.73%