Aditya Birla Sun Life Retirement Fund The 30s Plan Direct Growth

Scheme code: INF209KB1I23 NAV value: ₹ 20.9810 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 12.70 45.51 31.12 26.08
3 year 9.49 17.56 13.84 14.02
5 year 11.19 19.28 15.03 14.23

Rolling return for 1 year

Average return: 31.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.23 31.26 39.1 24.78 5.08 31.84 11-2023 11-2024
37.16 38.37 45.51 30.44 5.35 37.87 10-2023 10-2024
33.5 36.94 40.69 29.94 3.99 35.27 09-2023 09-2024
29.49 33.8 36.6 26.84 3.77 31.68 08-2023 08-2024
34.04 31.48 39.03 26.76 4.43 32.83 07-2023 07-2024
29.02 34.09 42.08 21.77 7.4 31.74 06-2023 06-2024
30.73 35.27 39.1 27.13 4.53 33.06 05-2023 05-2024
33.85 35.65 39.05 30.57 3.07 34.78 04-2023 04-2024
30.96 30.98 36.5 25.66 3.83 31.02 03-2023 03-2024
29.22 28.82 32.5 25.63 2.43 29.04 02-2023 02-2024
25.69 24.75 30.25 20.39 3.5 25.27 01-2023 01-2024
18.69 19.26 25.61 12.7 4.57 19.07 12-2022 12-2023

Rolling return for 3 year

Average return: 13.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.66 13.37 15.6 11.47 1.46 13.52 11-2021 11-2024
14.28 15.41 16.55 13.16 1.26 14.85 10-2021 10-2024
15.52 16.08 17.56 14.06 1.25 15.8 09-2021 09-2024
15.19 16.07 17.26 14.02 1.19 15.63 08-2021 08-2024
15.57 16.03 16.99 14.62 0.85 15.8 07-2021 07-2024
12.31 14.88 15.98 11.25 1.9 13.6 06-2021 06-2024
13.57 13.94 15.94 11.61 1.54 13.76 05-2021 05-2024
13.97 13.84 15.43 12.4 1.07 13.91 04-2021 04-2024
11.77 11.01 13.32 9.49 1.38 11.4 03-2021 03-2024
12.63 11.3 13.58 10.38 1.23 11.97 02-2021 02-2024
13.34 12.24 14.69 10.92 1.39 12.8 01-2021 01-2024
13.23 12.71 15.39 10.61 1.7 12.98 12-2020 12-2023

Rolling return for 5 year

Average return: 15.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.87 15.35 16.04 14.19 0.68 15.11 11-2019 11-2024
16.96 16.38 18.35 15.01 1.2 16.68 10-2019 10-2024
18.03 17.31 19.28 16.08 1.16 17.68 09-2019 09-2024
17.47 17.96 18.73 16.71 0.73 17.72 08-2019 08-2024
16.78 15.95 17.64 15.11 0.94 16.37 07-2019 07-2024
13.29 14.44 15.49 12.25 1.22 13.87 06-2019 06-2024
13.37 13.45 14.79 12.05 0.97 13.42 05-2019 05-2024
12.32 12.82 13.18 11.96 0.47 12.57 04-2019 04-2024
11.65 12.12 12.58 11.19 0.52 11.88 03-2019 03-2024