Aditya Birla Sun Life Financial Planning Fund Aggressive Plan Direct Growth

Scheme code: INF084M01EW6 NAV value: ₹ 55.5386 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 17.20 39.93 30.98 22.14
3 year 13.88 19.60 16.94 12.77
5 year 14.59 21.26 17.67 12.93

Rolling return for 1 year

Average return: 30.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.87 26.05 33.45 21.72 4.27 27.52 11-2023 11-2024
32.26 35.17 39.89 27.79 4.4 33.78 10-2023 10-2024
33.84 34.68 38.02 30.59 2.64 34.28 09-2023 09-2024
32.07 35.23 38.59 28.88 3.61 33.69 08-2023 08-2024
34.95 35.77 39.93 30.94 3.19 35.4 07-2023 07-2024
26.89 34.67 38.82 23.1 6.2 30.87 06-2023 06-2024
29.99 32.65 36.09 26.7 3.45 31.36 05-2023 05-2024
33.06 33.46 36.97 29.66 2.59 33.29 04-2023 04-2024
30.29 32.02 35.43 27.02 3.04 31.19 03-2023 03-2024
30.3 30.44 33.58 27.23 2.25 30.39 02-2023 02-2024
27.18 27.71 30.78 24.2 2.33 27.47 01-2023 01-2024
22.05 22.83 27.92 17.2 3.8 22.5 12-2022 12-2023

Rolling return for 3 year

Average return: 16.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.6 15.21 16.96 13.88 1.1 15.41 11-2021 11-2024
15.85 16.65 18.04 14.49 1.29 16.26 10-2021 10-2024
17.56 17.82 18.78 16.62 0.77 17.7 09-2021 09-2024
17.11 17.75 19 15.88 1.13 17.43 08-2021 08-2024
18.17 18.68 19.6 17.25 0.85 18.42 07-2021 07-2024
15.29 17.81 18.8 14.34 1.81 16.56 06-2021 06-2024
17.13 16.95 18.93 15.18 1.33 17.05 05-2021 05-2024
17.65 17.57 18.79 16.44 0.83 17.61 04-2021 04-2024
16.25 16.05 17.76 14.57 1.13 16.16 03-2021 03-2024
17.2 15.98 18.18 15.02 1.2 16.6 02-2021 02-2024
17.57 16.69 18.67 15.61 1.13 17.14 01-2021 01-2024
16.93 17.06 18.78 15.25 1.25 17 12-2020 12-2023

Rolling return for 5 year

Average return: 17.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.98 18.25 18.81 17.43 0.5 18.12 11-2019 11-2024
19.43 19.63 20.78 18.29 0.88 19.53 10-2019 10-2024
20.52 19.9 21.26 19.16 0.77 20.21 09-2019 09-2024
19.72 20.22 20.88 19.06 0.67 19.97 08-2019 08-2024
19.25 19.04 20.11 18.18 0.69 19.14 07-2019 07-2024
16.4 17.79 18.51 15.69 1.11 17.1 06-2019 06-2024
16.98 16.82 18.06 15.75 0.82 16.9 05-2019 05-2024
16.22 16.56 16.89 15.89 0.37 16.39 04-2019 04-2024
16.13 15.96 17.03 15.06 0.7 16.05 03-2019 03-2024
16.9 16.76 17.49 16.18 0.47 16.83 02-2019 02-2024
16.2 16.3 16.85 15.65 0.43 16.25 01-2019 01-2024
15.37 15.67 16.46 14.59 0.67 15.52 12-2018 12-2023