Returns Performance

Lumpsum Returns Performance

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

-3.81%
Loss: -₹19,034
₹5,00,000 ₹4,80,966
1 Month
2.26%
Gain: +₹11,303
₹5,00,000 ₹5,11,303
3 Months
24.52%
Gain: +₹1,22,584
₹5,00,000 ₹6,22,584
6 Months
16.03%
Gain: +₹80,156
₹5,00,000 ₹5,80,156
1 Year
13.34%
Gain: +₹2,27,817
₹5,00,000 ₹7,27,817
3 Years
12.03%
Gain: +₹3,82,609
₹5,00,000 ₹8,82,609
5 Years
18.32%
Gain: +₹11,24,721
₹5,00,000 ₹16,24,721
7 Years
11.87%
Gain: +₹10,34,329
₹5,00,000 ₹15,34,329
10 Years
15.45%
Gain: +₹38,16,190
₹5,00,000 ₹43,16,190
15 Years
12.41%
Gain: +₹43,07,391
₹5,00,000 ₹48,07,391
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.

11.42% XIRR
Gain: +₹67,082
₹3,60,000 ₹4,27,082
36 installments 3 Years
14.59% XIRR
Gain: +₹2,64,590
₹6,00,000 ₹8,64,590
60 installments 5 Years
14.60% XIRR
Gain: +₹13,74,639
₹12,00,000 ₹25,74,639
120 installments 10 Years
15.26% XIRR
Gain: +₹45,10,806
₹18,00,000 ₹63,10,806
180 installments 15 Years
14.89% XIRR
Gain: +₹95,54,524
₹23,30,000 ₹1,18,84,524
233 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
Equity
Sub Category
Small Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹97.3016
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

4755 data points
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