Aditya Birla Sun Life Financial Planning Fund Moderate Plan Direct Growth

Scheme code: INF084M01ET2 NAV value: ₹ 43.6753 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	4.81	31.09	21.17	20.88
3 year	9.80	18.79	13.74	12.25
5 year	3.75	18.32	11.07	10.76
7 year	8.84	12.86	10.76	9.59
10 year	10.04	12.21	11.04	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	21.17
3 year	6.28	33.32	15.79	13.74
5 year	3.54	26.02	13.5	11.07
7 year	3.33	15.62	11.71	10.76
10 year	3.49	17.22	10.6	11.04
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	21.17
3 year	6.56	32.12	15.89	13.74
5 year	3.67	26.2	13.34	11.07
7 year	3.8	15.42	11.89	10.76
10 year	3.8	18	11.04	11.04
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	21.17
3 year	7.68	33.37	17.29	13.74
5 year	3.4	27.63	13.8	11.07
7 year	3.76	16.01	12.11	10.76
10 year	3.56	16.94	10.91	11.04
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	21.17
3 year	8.04	34.46	18.27	13.74
5 year	3.37	28.64	14.21	11.07
7 year	3.97	16.42	12.41	10.76
10 year	3.53	17.72	11.22	11.04
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 21.17% - Median return: 23.26% - Average standard deviation: 2.8

Rolling return for 3 year

- Average return: 13.74% - Median return: 13.71% - Average standard deviation: 0.92

Rolling return for 5 year

- Average return: 11.07% - Median return: 10.73% - Average standard deviation: 0.47

Rolling return for 7 year

- Average return: 10.76% - Median return: 10.59% - Average standard deviation: 0.3

Rolling return for 10 year

- Average return: 11.04% - Median return: 11.05% - Average standard deviation: 0.26

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	12,95,559	95,559	7.97
3 year	36,00,000	43,87,945	7,87,945	6.82
5 year	60,00,000	81,04,309	21,04,309	6.20
7 year	84,00,000	1,28,60,067	44,60,067	6.27
10 year	1,20,00,000	2,28,34,531	1,08,34,531	6.65

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	7.97
3 year	7.31	6.82
5 year	7.48	6.2
7 year	6.39	6.27
10 year	5.96	6.65

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	7.97
3 year	7.48	6.82
5 year	7.46	6.2
7 year	6.41	6.27
10 year	6.17	6.65

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	7.97
3 year	8.24	6.82
5 year	7.88	6.2
7 year	6.62	6.27
10 year	6.24	6.65

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	7.97
3 year	8.72	6.82
5 year	8.23	6.2
7 year	6.82	6.27
10 year	6.47	6.65

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,559 - Absolute Returns: ₹95,559 - CAGR: 7.97%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,87,945 - Absolute Returns: ₹7,87,945 - CAGR: 6.82%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,04,309 - Absolute Returns: ₹21,04,309 - CAGR: 6.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,28,60,067 - Absolute Returns: ₹44,60,067 - CAGR: 6.27%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,28,34,531 - Absolute Returns: ₹1,08,34,531 - CAGR: 6.65%