Aditya Birla Sun Life Short Term Fund Direct Growth

Scheme code: INF209K01XK8 NAV value: ₹ 50.7258 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.589.608.267.4
3 year5.328.176.756.48
5 year7.149.447.987.09
7 year6.989.928.347.8
10 year7.958.778.388.13
12 year8.508.718.6110.93

Rolling return for 1 year

- Average return: 8.26% - Median return: 8.29% - Average standard deviation: 0.51

Rolling return for 3 year

- Average return: 6.75% - Median return: 6.82% - Average standard deviation: 0.19

Rolling return for 5 year

- Average return: 7.98% - Median return: 7.72% - Average standard deviation: 0.12

Rolling return for 7 year

- Average return: 8.34% - Median return: 8.1% - Average standard deviation: 0.09

Rolling return for 10 year

- Average return: 8.38% - Median return: 8.39% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 8.61% - Median return: 8.61% - Average standard deviation: 0.05

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 year12,00,00012,46,17546,1753.85
3 year36,00,00039,58,6283,58,6283.22
5 year60,00,00072,44,09112,44,0913.84
7 year84,00,0001,10,88,24726,88,2474.05
10 year1,20,00,0001,77,67,68457,67,6844.00
12 year1,44,00,0002,35,39,57691,39,5764.18

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,46,175 - Absolute Returns: ₹46,175 - CAGR: 3.85%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,58,628 - Absolute Returns: ₹3,58,628 - CAGR: 3.22%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,44,091 - Absolute Returns: ₹12,44,091 - CAGR: 3.84%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,88,247 - Absolute Returns: ₹26,88,247 - CAGR: 4.05%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,77,67,684 - Absolute Returns: ₹57,67,684 - CAGR: 4%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,35,39,576 - Absolute Returns: ₹91,39,576 - CAGR: 4.18%