Aditya Birla Sun Life International Equity Fund Plan B Direct Growth

Scheme code: INF209K01WU9 NAV value: ₹ 30.2806 NAV date: 28 July, 2023 TER: 2.26%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.58	87.79	9.70	12.59	13.63
3 year	-7.54	26.62	11.29	10.72	18.78
5 year	-1.99	16.36	9.63	9.71	15.46
7 year	4.70	13.27	10.28	10.16	13.55
10 year	10.30	11.95	10.85	10.98	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.59
3 year	6.28	30.95	15.04	10.72
5 year	8.38	26.02	14.22	9.71
7 year	10.18	15.62	12.93	10.16
10 year	11.42	12.93	12.18	10.98
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	12.59
3 year	6.56	19.64	13.57	10.72
5 year	9.22	12.29	10.75	9.71

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.59
3 year	7.68	21.49	15.06	10.72
5 year	10.37	13.5	11.93	9.71

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.59
3 year	8.04	32.03	17.81	10.72
5 year	8.18	28.64	15.34	9.71
7 year	10.64	16.42	13.77	10.16
10 year	12.56	14.06	13.31	10.98

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: ₹12,62,254 - Absolute Returns: ₹62,254 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,18,189 - Absolute Returns: ₹6,18,189 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,19,450 - Absolute Returns: ₹17,19,450 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,19,49,751 - Absolute Returns: ₹35,49,751 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,01,15,364 - Absolute Returns: ₹81,15,364 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.39 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.35 %

Calmar Ratio by Duration

1 Y

0.346

3 Y

0.2946

5 Y

0.2668

7 Y

0.2792

10 Y

0.3017

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.30	0.84	83.0	81.5	14.21 %	16.05 %
3 years	2.20	0.78	80.0	76.4	19.43 %	20.24 %
5 years	-0.65	0.70	72.7	71.9	9.47 %	11.66 %
7 years	-0.53	0.71	72.4	71.1	10.14 %	12.40 %
10 years	-0.52	0.70	72.4	70.5	8.57 %	10.17 %
12 years	-0.74	0.70	72.4	70.5	7.10 %	8.40 %
15 years	-0.98	0.70	72.4	70.5	5.64 %	6.67 %