Aditya Birla Sun Life Nifty SDL April 2027 Index Fund Direct Growth

Scheme code: INF209KB11F3 NAV value: ₹ 12.9866 NAV date: 18 March, 2026 TER: 0.21%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	2.21	9.48	7.75	7.51	9.23
3 year	6.07	8.36	7.72	7.54	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	7.51
3 year	6.28	30.95	15.04	7.54
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
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	7.51
3 year	6.56	19.64	13.57	7.54
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	7.51
3 year	7.68	21.49	15.06	7.54
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	7.51
3 year	8.04	32.03	17.81	7.54
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,048 - Absolute Returns: ₹41,048 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,28,016 - Absolute Returns: ₹4,28,016 - CAGR: %

Max Drawdown

-3.46 %

Drawdown Duration

1 months

Recovery Time

4 months

Avg Drawdown

-0.24 %

1 Y

2.1679

3 Y

2.1765

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.81	0.01	6.0	-4.2	7.28 %	4.00 %
3 years	1.19	0.01	6.3	-4.8	7.73 %	11.28 %
5 years	-1.08	0.02	5.4	-2.9	5.41 %	5.90 %
7 years	-2.63	0.02	5.4	-2.9	3.83 %	4.18 %
10 years	-3.77	0.02	5.4	-2.9	2.67 %	2.91 %
12 years	-4.22	0.02	5.4	-2.9	2.22 %	2.42 %
15 years	-4.66	0.02	5.4	-2.9	1.77 %	1.93 %