Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth

Scheme code: INF209KB1J48 NAV value: ₹ 15.1852 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 8.33 16.25 13.05 26.08
3 year 5.07 8.71 7.13 14.02
5 year 6.67 8.04 7.27 14.23

Rolling return for 1 year

Average return: 13.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.03 13.04 15.46 11.64 1.4 13.54 11-2023 11-2024
14.74 14.87 16.25 13.38 1.02 14.81 10-2023 10-2024
13.7 14.71 15.86 12.57 1.22 14.21 09-2023 09-2024
12.49 13.97 14.58 11.89 1.09 13.23 08-2023 08-2024
13.6 12.87 15.38 11.12 1.53 13.24 07-2023 07-2024
12.14 13.46 15.18 10.45 1.74 12.81 06-2023 06-2024
12.7 13.35 14.69 11.39 1.19 13.03 05-2023 05-2024
13.64 13.43 14.9 12.18 0.96 13.54 04-2023 04-2024
13.59 13.71 14.76 12.55 0.78 13.65 03-2023 03-2024
12.91 12.9 13.9 11.93 0.7 12.91 02-2023 02-2024
11.61 11.39 12.43 10.58 0.66 11.5 01-2023 01-2024
9.69 10.56 11.94 8.33 1.31 10.13 12-2022 12-2023

Rolling return for 3 year

Average return: 7.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.92 8.16 8.36 7.71 0.24 8.04 11-2021 11-2024
8.12 8.51 8.59 8.04 0.24 8.32 10-2021 10-2024
8.03 8.55 8.71 7.87 0.35 8.29 09-2021 09-2024
7.74 8.13 8.4 7.47 0.36 7.94 08-2021 08-2024
7.73 8.01 8.3 7.45 0.32 7.87 07-2021 07-2024
6.68 7.46 7.64 6.5 0.49 7.07 06-2021 06-2024
6.59 7.03 7.21 6.41 0.32 6.81 05-2021 05-2024
6.6 6.81 7 6.41 0.22 6.7 04-2021 04-2024
6.53 6.68 6.9 6.31 0.22 6.6 03-2021 03-2024
6.4 6.52 6.71 6.21 0.18 6.46 02-2021 02-2024
5.86 5.92 6.12 5.67 0.16 5.89 01-2021 01-2024
5.24 5.79 5.96 5.07 0.37 5.52 12-2020 12-2023

Rolling return for 5 year

Average return: 7.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.35 7.42 7.62 7.16 0.16 7.39 11-2019 11-2024
7.59 7.69 7.87 7.4 0.17 7.64 10-2019 10-2024
7.63 7.88 8.04 7.47 0.22 7.75 09-2019 09-2024
7.27 7.54 7.66 7.15 0.2 7.4 08-2019 08-2024
7.34 7.44 7.67 7.1 0.2 7.39 07-2019 07-2024
6.83 7.3 7.4 6.72 0.29 7.06 06-2019 06-2024
6.97 7.06 7.35 6.69 0.24 7.02 05-2019 05-2024
6.9 7.07 7.14 6.84 0.12 6.99 04-2019 04-2024
6.76 6.89 6.98 6.67 0.12 6.82 03-2019 03-2024