Aditya Birla Sun Life Equity Hybrid'95 Fund Direct Growth
Scheme code: INF209K01ZC0
NAV value:
₹ 1607.4100
NAV date: 19 March, 2026
TER: 1.11%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.35 | 72.91 | 11.53 | 15.19 | 11.16 |
| 3 year | -6.36 | 27.51 | 13.34 | 12.92 | 16.89 |
| 5 year | 0.11 | 22.38 | 12.02 | 12.25 | 14.46 |
| 7 year | 8.21 | 15.70 | 11.24 | 11.50 | 12.61 |
| 10 year | 9.79 | 15.00 | 12.77 | 12.70 | 13.61 |
| 12 year | 12.80 | 15.16 | 14.05 | 14.02 | 14.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,199 - Absolute Returns: ₹75,199 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,61,104 - Absolute Returns: ₹7,61,104 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,97,604 - Absolute Returns: ₹20,97,604 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,26,81,702 - Absolute Returns: ₹42,81,702 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,24,57,418 - Absolute Returns: ₹1,04,57,418 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,15,05,159 - Absolute Returns: ₹1,71,05,159 - CAGR: %Drawdown Metrics
Max Drawdown
-31.97 %
Drawdown Duration
2 months
Recovery Time
8 months
Avg Drawdown
-3.64 %
Calmar Ratio by Duration
1
Y
0.4752
3
Y
0.4042
5
Y
0.3832
7
Y
0.3597
10
Y
0.3973
12
Y
0.4386