Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Direct Growth

Scheme code: INF084M01EW6 NAV value: ₹ 56.0851 NAV date: 6 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.33	39.93	26.22	20.88
3 year	10.78	23.73	16.82	12.25
5 year	3.44	22.48	13.10	10.76
7 year	10.09	15.36	12.81	9.59
10 year	11.60	14.84	13.11	9.68

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	26.22
3 year	6.28	33.32	15.79	16.82
5 year	3.54	26.02	13.5	13.1
7 year	3.33	15.62	11.71	12.81
10 year	3.49	17.22	10.6	13.11
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	26.22
3 year	6.56	32.12	15.89	16.82
5 year	3.67	26.2	13.34	13.1
7 year	3.8	15.42	11.89	12.81
10 year	3.8	18	11.04	13.11
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	26.22
3 year	7.68	33.37	17.29	16.82
5 year	3.4	27.63	13.8	13.1
7 year	3.76	16.01	12.11	12.81
10 year	3.56	16.94	10.91	13.11
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	26.22
3 year	8.04	34.46	18.27	16.82
5 year	3.37	28.64	14.21	13.1
7 year	3.97	16.42	12.41	12.81
10 year	3.53	17.72	11.22	13.11
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 26.22% - Median return: 29.27% - Average standard deviation: 3.85

Rolling return for 3 year

- Average return: 16.82% - Median return: 16.75% - Average standard deviation: 1.3

Rolling return for 5 year

- Average return: 13.1% - Median return: 12.84% - Average standard deviation: 0.68

Rolling return for 7 year

- Average return: 12.81% - Median return: 12.71% - Average standard deviation: 0.47

Rolling return for 10 year

- Average return: 13.11% - Median return: 13.11% - Average standard deviation: 0.4

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 year	12,00,000	13,14,892	1,14,892	9.58
3 year	36,00,000	45,81,948	9,81,948	8.37
5 year	60,00,000	85,99,017	25,99,017	7.46
7 year	84,00,000	1,40,06,163	56,06,163	7.58
10 year	1,20,00,000	2,59,10,126	1,39,10,126	8.00

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	9.58
3 year	7.31	8.37
5 year	7.48	7.46
7 year	6.39	7.58
10 year	5.96	8

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	9.58
3 year	7.48	8.37
5 year	7.46	7.46
7 year	6.41	7.58
10 year	6.17	8

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	9.58
3 year	8.24	8.37
5 year	7.88	7.46
7 year	6.62	7.58
10 year	6.24	8

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	9.58
3 year	8.72	8.37
5 year	8.23	7.46
7 year	6.82	7.58
10 year	6.47	8

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,14,892 - Absolute Returns: ₹1,14,892 - CAGR: 9.58%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,81,948 - Absolute Returns: ₹9,81,948 - CAGR: 8.37%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,99,017 - Absolute Returns: ₹25,99,017 - CAGR: 7.46%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,06,163 - Absolute Returns: ₹56,06,163 - CAGR: 7.58%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,59,10,126 - Absolute Returns: ₹1,39,10,126 - CAGR: 8%