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MF_120517

Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan-Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹47,690.12
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.96%
MF_120517 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.77%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.78
Volatility vs Benchmark
Sharpe Ratio
0.49
Risk-Adjusted Return
Sortino Ratio
0.72
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 52% 13% 25%
60 days 52% 10% 14%
90 days 54% 8% 11%
180 days 52% 7% 7%
1Yr 49% 6% 5%
3Yr 35% 5% 3%
5Yr 25% 2% 3%
7Yr 25% 1% 3%
10Yr 8% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan-Growth Nifty 50
30 days -6.0% | -55.3% | 15.5% | 134.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -27.5% | -41.7% | 16.3% | 100.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.6% | -34.0% | 14.4% | 93.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.8% | -9.9% | 10.6% | 53.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.6% | -1.4% | 13.1% | 23.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.0% | 4.1% | 11.7% | 19.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.8% | 9.4% | 11.2% | 14.6% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.5% | 9.8% | 12.2% | 14.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 16, 2013 121 days 8% Nifty 50: 9% 10130 9349 10147
May 17, 2013 Oct. 30, 2013 166 days 12% Nifty 50: 14% 10164 8991 10216
March 3, 2015 Aug. 5, 2015 155 days 8% Nifty 50: 11% 16861 15544 16869
Aug. 7, 2015 May 26, 2016 293 days 13% Nifty 50: 18% 16911 14765 16924
Oct. 24, 2016 Feb. 2, 2017 101 days 8% Nifty 50: 9% 19322 17707 19387
Jan. 23, 2018 Aug. 21, 2018 210 days 7% Nifty 50: 9% 23418 21752 23427
Aug. 28, 2018 Jan. 2, 2020 492 days 11% Nifty 50: 14% 23628 20917 23709
Jan. 16, 2020 Nov. 11, 2020 300 days 32% Nifty 50: 38% 24009 16334 24150
Jan. 12, 2021 Feb. 3, 2021 22 days 5% Nifty 50: 6% 27525 26122 27605
Oct. 18, 2021 June 14, 2023 604 days 15% Nifty 50: 16% 34807 29646 34830
Sept. 26, 2024 Sept. 17, 2025 356 days 13% Nifty 50: 15% 49407 42830 49465
Jan. 2, 2026 Aug. 1, 2026 211 days 12% Nifty 50: 15% 50594 44762 50645
Aug. 10, 2026 Oct. 30, 2026 81 days 8% Nifty 50: 10% 50713 46825 47690