Aditya Birla Sun Life Income Fund Direct Growth
Scheme code: INF209K01WY1
NAV value:
₹ 137.3495
NAV date: 18 March, 2026
TER: 0.69%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.90 | 19.23 | 7.74 | 8.02 | 7.76 |
| 3 year | 4.31 | 14.02 | 7.50 | 7.95 | 8.23 |
| 5 year | 5.60 | 9.93 | 7.78 | 7.85 | 6.32 |
| 7 year | 5.96 | 10.12 | 7.88 | 8.05 | 6.36 |
| 10 year | 7.38 | 8.55 | 7.87 | 7.93 | 7 |
| 12 year | 7.53 | 8.43 | 8.02 | 7.98 | 7.29 |
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: ₹12,42,548 - Absolute Returns: ₹42,548 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,26,959 - Absolute Returns: ₹4,26,959 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,90,955 - Absolute Returns: ₹11,90,955 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,06,558 - Absolute Returns: ₹25,06,558 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,74,55,504 - Absolute Returns: ₹54,55,504 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,29,72,358 - Absolute Returns: ₹85,72,358 - CAGR: %Drawdown Metrics
Max Drawdown
-10.26 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-0.90 %
Calmar Ratio by Duration
1
Y
0.7819
3
Y
0.7751
5
Y
0.7653
7
Y
0.7848
10
Y
0.7731
12
Y
0.778