Aditya Birla Sun Life Focused Fund Direct Growth

Scheme code: INF209K01WE3 NAV value: ₹ 151.4461 NAV date: 19 March, 2026 TER: 0.90%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-29.32	87.27	13.17	17.56	11.31
3 year	-5.72	29.89	15.35	14.94	16.76
5 year	0.06	27.09	14.94	14.53	15.84
7 year	8.90	17.57	14.00	13.89	14.78
10 year	11.70	17.23	14.76	14.78	15.69
12 year	14.71	17.56	16.19	16.19	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.56
3 year	6.28	30.95	15.04	14.94
5 year	8.38	26.02	14.22	14.53
7 year	10.18	15.62	12.93	13.89
10 year	11.42	12.93	12.18	14.78
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.56
3 year	6.56	19.64	13.57	14.94
5 year	9.22	12.29	10.75	14.53

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.56
3 year	7.68	21.49	15.06	14.94
5 year	10.37	13.5	11.93	14.53

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.56
3 year	8.04	32.03	17.81	14.94
5 year	8.18	28.64	15.34	14.53
7 year	10.64	16.42	13.77	13.89
10 year	12.56	14.06	13.31	14.78

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,88,159 - Absolute Returns: ₹88,159 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,64,260 - Absolute Returns: ₹8,64,260 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,30,117 - Absolute Returns: ₹26,30,117 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,39,50,087 - Absolute Returns: ₹55,50,087 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,60,64,133 - Absolute Returns: ₹1,40,64,133 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,73,08,517 - Absolute Returns: ₹2,29,08,517 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.73 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-4.50 %

Calmar Ratio by Duration

1 Y

0.478

3 Y

0.4067

5 Y

0.3956

7 Y

0.3781

10 Y

0.4024

12 Y

0.4408

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.63	1.02	103.9	97.6	8.58 %	4.00 %
3 years	6.06	0.98	101.1	93.0	17.24 %	11.28 %
5 years	3.77	0.96	97.5	92.7	13.08 %	9.44 %
7 years	3.26	0.94	96.1	92.6	13.73 %	10.74 %
10 years	2.49	0.94	95.9	92.9	14.20 %	12.06 %
12 years	1.94	0.94	95.9	92.8	11.72 %	10.00 %
15 years	1.44	0.94	95.9	92.8	9.27 %	7.92 %