Aditya Birla Sun Life Regular Savings Fund Direct Growth

Scheme code: INF209K01XH4 NAV value: ₹ 76.5793 NAV date: 18 March, 2026 TER: 0.93%
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-8.8033.1110.1111.298.8
3 year0.1719.8210.2610.409.98
5 year4.8015.419.669.888.98
7 year7.8612.139.399.528.73
10 year8.9111.7110.4410.329.29
12 year10.5611.5710.9811.009.82

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: ₹12,58,302 - Absolute Returns: ₹58,302 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,79,371 - Absolute Returns: ₹5,79,371 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,88,333 - Absolute Returns: ₹15,88,333 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,16,33,904 - Absolute Returns: ₹32,33,904 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,95,90,124 - Absolute Returns: ₹75,90,124 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,66,52,252 - Absolute Returns: ₹1,22,52,252 - CAGR: %

Drawdown Metrics

Max Drawdown

-14.23 %

Drawdown Duration

1 months

Recovery Time

7 months

Avg Drawdown

-1.13 %

Calmar Ratio by Duration

1 Y

0.7935

3 Y

0.731

5 Y

0.6944

7 Y

0.6691

10 Y

0.7254

12 Y

0.7732