Aditya Birla Sun Life Medium Term Plan Direct Growth

Scheme code: INF209K01XA9 NAV value: ₹ 40.1782 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 6.23 12.42 8.53 7.49
3 year 12.73 14.70 13.50 6.33
5 year 8.65 12.28 9.56 6.61

Rolling return for 1 year

Average return: 8.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.8 11.59 12.42 10.97 0.52 11.7 11-2023 11-2024
9.85 11.79 12.37 9.29 1.29 10.82 10-2023 10-2024
8.81 9.58 10.11 8.28 0.7 9.2 09-2023 09-2024
8.59 8.79 9.42 7.97 0.52 8.69 08-2023 08-2024
8.02 8.48 9.08 7.42 0.61 8.25 07-2023 07-2024
6.96 7.99 8.32 6.63 0.7 7.48 06-2023 06-2024
7.2 7.2 8.18 6.23 0.69 7.2 05-2023 05-2024
7.94 7.11 8.25 6.8 0.59 7.52 04-2023 04-2024
8.31 8.09 8.98 7.43 0.55 8.2 03-2023 03-2024
8.03 8.31 8.63 7.72 0.34 8.17 02-2023 02-2024
7.51 7.93 8.34 7.09 0.47 7.72 01-2023 01-2024
7.05 7.65 8.04 6.66 0.53 7.35 12-2022 12-2023

Rolling return for 3 year

Average return: 13.50
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.49 14.5 14.7 14.29 0.15 14.5 11-2021 11-2024
13.71 14.46 14.57 13.6 0.43 14.08 10-2021 10-2024
13.55 13.77 14 13.32 0.25 13.66 09-2021 09-2024
13.53 13.57 13.82 13.29 0.19 13.55 08-2021 08-2024
13.43 13.53 13.8 13.16 0.23 13.48 07-2021 07-2024
13.02 13.32 13.5 12.84 0.26 13.17 06-2021 06-2024
13.05 13.07 13.39 12.73 0.23 13.06 05-2021 05-2024
13.12 13 13.23 12.89 0.13 13.06 04-2021 04-2024
13.33 13.26 13.56 13.02 0.19 13.29 03-2021 03-2024
13.72 13.32 13.93 13.11 0.32 13.52 02-2021 02-2024
13.33 13.37 13.62 13.08 0.19 13.35 01-2021 01-2024
13.29 13.38 13.63 13.03 0.21 13.33 12-2020 12-2023

Rolling return for 5 year

Average return: 9.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.16 10.56 12.28 10.44 0.86 11.36 11-2019 11-2024
10.09 10.01 10.58 9.51 0.38 10.05 10-2019 10-2024
9.55 9.5 9.81 9.24 0.2 9.52 09-2019 09-2024
9.5 9.56 9.67 9.4 0.1 9.53 08-2019 08-2024
9.57 9.46 9.78 9.24 0.19 9.51 07-2019 07-2024
9.43 9.54 9.71 9.26 0.16 9.48 06-2019 06-2024
9.41 9.45 9.61 9.25 0.13 9.43 05-2019 05-2024
9.3 9.28 9.36 9.22 0.05 9.29 04-2019 04-2024
9.45 9.3 9.58 9.16 0.16 9.37 03-2019 03-2024
9.35 9.37 9.47 9.25 0.08 9.36 02-2019 02-2024
8.98 8.91 9.15 8.74 0.15 8.94 01-2019 01-2024
8.85 8.85 9.05 8.65 0.14 8.85 12-2018 12-2023