Aditya Birla Sun Life Short Term Fund Direct Growth
Scheme code: INF209K01XK8
NAV value:
₹ 53.6686
NAV date: 18 March, 2026
TER: 0.36%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 3.33 | 13.92 | 8.76 | 8.59 | 13.45 |
| 3 year | 5.56 | 11.71 | 8.30 | 8.32 | 7.77 |
| 5 year | 6.74 | 9.95 | 7.93 | 8.21 | 6.99 |
| 7 year | 7.07 | 9.83 | 8.06 | 8.29 | 7.05 |
| 10 year | 7.94 | 8.73 | 8.26 | 8.30 | 7.44 |
| 12 year | 8.33 | 8.70 | 8.55 | 8.54 | 7.88 |
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: ₹12,45,943 - Absolute Returns: ₹45,943 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,46,847 - Absolute Returns: ₹4,46,847 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,79,280 - Absolute Returns: ₹12,79,280 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,15,829 - Absolute Returns: ₹26,15,829 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,77,79,006 - Absolute Returns: ₹57,79,006 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,35,70,410 - Absolute Returns: ₹91,70,410 - CAGR: %Drawdown Metrics
Max Drawdown
-2.75 %
Drawdown Duration
1 months
Recovery Time
1 months
Avg Drawdown
-0.09 %
Calmar Ratio by Duration
1
Y
3.1274
3
Y
3.0291
5
Y
2.989
7
Y
3.0182
10
Y
3.0218
12
Y
3.1092