Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Growth

Scheme code: INF084M01EQ8 NAV value: ₹ 34.2652 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 12.35 22.56 18.21 22.14
3 year 9.61 12.44 11.05 12.77
5 year 9.96 13.29 11.58 12.93

Rolling return for 1 year

Average return: 18.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.4 16.03 19.51 13.99 2.01 16.73 11-2023 11-2024
18.94 20.59 22.23 17.35 1.82 19.78 10-2023 10-2024
19.55 20.56 22.03 18.11 1.43 20.06 09-2023 09-2024
18.53 20.02 21.76 16.84 1.82 19.29 08-2023 08-2024
19.92 20.24 22.56 17.65 1.74 20.09 07-2023 07-2024
15.93 19.82 21.44 14.38 2.85 17.89 06-2023 06-2024
17.34 18.47 20.19 15.66 1.65 17.92 05-2023 05-2024
19.01 18.81 20.73 17.12 1.28 18.92 04-2023 04-2024
17.73 18.5 19.82 16.43 1.23 18.12 03-2023 03-2024
17.88 18.44 19.51 16.83 0.97 18.16 02-2023 02-2024
16.28 17.28 18.06 15.51 0.97 16.78 01-2023 01-2024
14.13 15.41 17.25 12.35 1.79 14.78 12-2022 12-2023

Rolling return for 3 year

Average return: 11.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.64 10.69 11.3 10.04 0.45 10.67 11-2021 11-2024
11.04 11.51 12.06 10.5 0.58 11.28 10-2021 10-2024
11.59 12 12.35 11.24 0.42 11.8 09-2021 09-2024
11.24 11.65 12.24 10.65 0.58 11.44 08-2021 08-2024
11.63 11.92 12.44 11.11 0.48 11.78 07-2021 07-2024
10.13 11.42 11.85 9.71 0.88 10.78 06-2021 06-2024
10.97 10.89 11.86 10.01 0.65 10.93 05-2021 05-2024
11.23 11.2 11.76 10.67 0.39 11.22 04-2021 04-2024
10.61 10.7 11.26 10.05 0.43 10.66 03-2021 03-2024
10.91 10.56 11.42 10.06 0.5 10.74 02-2021 02-2024
10.87 10.55 11.43 9.99 0.52 10.71 01-2021 01-2024
10.48 10.6 11.47 9.61 0.66 10.54 12-2020 12-2023

Rolling return for 5 year

Average return: 11.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.82 11.87 12.21 11.47 0.26 11.84 11-2019 11-2024
12.53 12.62 13.15 12.01 0.4 12.58 10-2019 10-2024
12.83 12.68 13.29 12.22 0.38 12.76 09-2019 09-2024
12.39 12.74 12.99 12.14 0.32 12.57 08-2019 08-2024
12.16 12.35 12.64 11.86 0.28 12.25 07-2019 07-2024
10.98 11.77 12.02 10.74 0.53 11.38 06-2019 06-2024
11.24 11.28 11.77 10.75 0.36 11.26 05-2019 05-2024
10.96 11.15 11.27 10.83 0.17 11.05 04-2019 04-2024
10.93 10.75 11.32 10.36 0.35 10.84 03-2019 03-2024
11.19 11.19 11.49 10.88 0.22 11.19 02-2019 02-2024
10.75 10.85 11.09 10.51 0.21 10.8 01-2019 01-2024
10.33 10.55 10.92 9.96 0.35 10.44 12-2018 12-2023