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MF_119605

Aditya Birla Sun Life Gilt Fund - Growth - Direct Plan

Income/Debt Oriented Schemes - Gilt Fund

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End Amount
₹28,954.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.99%
MF_119605 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
2.99%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.07
Volatility vs Benchmark
Sharpe Ratio
0.38
Risk-Adjusted Return
Sortino Ratio
0.60
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 45% 32% 58%
60 days 41% 25% 37%
90 days 41% 22% 31%
180 days 41% 16% 22%
1Yr 38% 9% 15%
3Yr 21% 3% 7%
5Yr 15% 3% 7%
7Yr 6% 1% 5%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Gilt Fund - Growth - Direct Plan Nifty 50
30 days -8.8% | -24.0% | 7.3% | 57.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -5.9% | -13.7% | 7.2% | 42.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -5.2% | -11.3% | 7.3% | 34.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 0.9% | -0.6% | 8.0% | 20.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 5.4% | 4.7% | 8.6% | 14.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 4.9% | 5.2% | 8.2% | 11.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 5.9% | 6.2% | 8.4% | 11.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 6.7% | 6.8% | 8.6% | 9.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 28, 2013 June 3, 2014 371 days 11% Nifty 50: 13% 10967 9782 11001
Nov. 24, 2016 June 7, 2017 195 days 6% Nifty 50: 1% 16121 15171 16292
May 28, 2025 June 25, 2026 393 days 5% Nifty 50: 9% 29413 27810 29465