Aditya Birla Sun Life Financial Planning Fund Moderate Plan Direct Growth

Scheme code: INF084M01ET2 NAV value: ₹ 42.5311 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 14.71 31.09 24.58 22.14
3 year 11.92 15.92 13.90 12.77
5 year 12.23 17.18 14.56 12.93

Rolling return for 1 year

Average return: 24.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.17 21.05 26.45 17.91 3.11 22.14 11-2023 11-2024
25.63 27.88 30.97 22.66 3.04 26.78 10-2023 10-2024
26.62 27.6 29.98 24.31 2.03 27.13 09-2023 09-2024
25.28 27.56 30.09 22.84 2.69 26.44 08-2023 08-2024
27.3 27.95 31.09 24.25 2.43 27.65 07-2023 07-2024
21.35 27.11 29.96 18.69 4.48 24.28 06-2023 06-2024
23.69 25.46 28.03 21.21 2.49 24.6 05-2023 05-2024
25.99 26.09 28.78 23.35 1.92 26.05 04-2023 04-2024
23.94 25.53 27.52 22.01 2.03 24.75 03-2023 03-2024
24.11 24.5 26.54 22.11 1.57 24.32 02-2023 02-2024
21.82 22.62 24.54 19.94 1.65 22.23 01-2023 01-2024
17.95 19.07 22.43 14.71 2.76 18.54 12-2022 12-2023

Rolling return for 3 year

Average return: 13.90
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.05 12.94 14.04 11.96 0.74 13 11-2021 11-2024
13.41 14.09 15 12.52 0.91 13.76 10-2021 10-2024
14.49 14.87 15.5 13.87 0.59 14.68 09-2021 09-2024
14.08 14.62 15.52 13.19 0.85 14.35 08-2021 08-2024
14.79 15.19 15.92 14.06 0.67 14.99 07-2021 07-2024
12.6 14.51 15.21 11.92 1.35 13.56 06-2021 06-2024
13.93 13.81 15.25 12.5 0.97 13.87 05-2021 05-2024
14.29 14.26 15.13 13.43 0.6 14.28 04-2021 04-2024
13.32 13.3 14.41 12.23 0.77 13.32 03-2021 03-2024
13.94 13.2 14.68 12.47 0.82 13.57 02-2021 02-2024
14.07 13.49 14.92 12.66 0.82 13.78 01-2021 01-2024
13.54 13.68 14.96 12.28 0.95 13.62 12-2020 12-2023

Rolling return for 5 year

Average return: 14.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.82 14.98 15.42 14.38 0.37 14.9 11-2019 11-2024
15.9 16.04 16.87 15.08 0.63 15.97 10-2019 10-2024
16.57 16.2 17.18 15.59 0.58 16.38 09-2019 09-2024
15.96 16.38 16.84 15.51 0.49 16.17 08-2019 08-2024
15.6 15.6 16.28 14.93 0.48 15.6 07-2019 07-2024
13.59 14.69 15.16 13.13 0.82 14.14 06-2019 06-2024
14.04 13.97 14.83 13.18 0.58 14 05-2019 05-2024
13.53 13.81 14.03 13.31 0.27 13.67 04-2019 04-2024
13.51 13.33 14.16 12.69 0.52 13.42 03-2019 03-2024
14.04 13.96 14.48 13.52 0.34 14 02-2019 02-2024
13.45 13.56 13.95 13.06 0.32 13.5 01-2019 01-2024
12.82 13.07 13.66 12.23 0.51 12.94 12-2018 12-2023