Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-3.34%
Loss: -₹16,705
₹5,00,000 ₹4,83,295
1 Month
-2.00%
Loss: -₹9,984
₹5,00,000 ₹4,90,016
3 Months
5.53%
Gain: +₹27,644
₹5,00,000 ₹5,27,644
6 Months
2.94%
Gain: +₹14,700
₹5,00,000 ₹5,14,700
1 Year
9.86%
Gain: +₹1,63,088
₹5,00,000 ₹6,63,088
3 Years
8.32%
Gain: +₹2,45,659
₹5,00,000 ₹7,45,659
5 Years
11.11%
Gain: +₹5,45,455
₹5,00,000 ₹10,45,455
7 Years
9.38%
Gain: +₹7,26,188
₹5,00,000 ₹12,26,188
10 Years
—
Insufficient history
15 Years
9.96%
Gain: +₹10,60,761
₹5,00,000 ₹15,60,761
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

6.02% XIRR
Gain: +₹34,467
₹3,60,000 ₹3,94,467
36 installments 3 Years
8.70% XIRR
Gain: +₹1,47,022
₹6,00,000 ₹7,47,022
60 installments 5 Years
9.81% XIRR
Gain: +₹7,94,611
₹12,00,000 ₹19,94,611
120 installments 10 Years
—
Insufficient NAV history
15 Years
9.96% XIRR
Gain: +₹12,50,951
₹14,40,000 ₹26,90,951
144 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Aditya Birla Sun Life Mutual Fund
Benchmark
—
Category
Hybrid
Sub Category
Dynamic Asset Allocation or Balanced Advantage
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 5, 2026)
₹109.9400
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

2948 data points
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