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MF_132995

Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth

Hybrid Scheme - Equity Savings

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End Amount
₹25,780.00
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.27%
MF_132995 Return
Benchmark CAGR
9.99%
Nifty 50
Inflation Adj. CAGR
3.41%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.38
Volatility vs Benchmark
Sharpe Ratio
0.34
Risk-Adjusted Return
Sortino Ratio
0.46
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 46% 18% 43%
60 days 43% 15% 26%
90 days 42% 13% 21%
180 days 40% 10% 13%
1Yr 34% 7% 9%
3Yr 9% 1% 6%
5Yr 8% 1% 6%
7Yr 0% 0% 5%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days -0.9% | -36.9% | 9.9% | 62.6% 26.6% | -62.3% | 13.5% | 175.0%
60 days -6.6% | -27.8% | 9.8% | 49.7% -23.0% | -47.2% | 15.9% | 119.4%
90 days -6.3% | -20.2% | 9.0% | 43.9% -25.0% | -39.9% | 14.0% | 105.0%
1 Year 3.0% | -2.4% | 8.6% | 26.3% -10.0% | -16.0% | 11.3% | 57.4%
3 Years 7.7% | 2.2% | 8.8% | 12.6% 7.7% | 2.1% | 14.0% | 24.8%
5 Years 6.3% | 5.6% | 8.8% | 11.8% 6.4% | 3.6% | 14.3% | 21.9%
7 Years 8.3% | 7.8% | 8.5% | 9.6% 11.2% | 11.0% | 13.9% | 15.9%
10 Years 7.8% | 7.8% | 8.7% | 9.5% 11.7% | 11.2% | 12.8% | 14.9%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 19, 2015 April 14, 2016 239 days 6% Nifty 50: 18% 10710 10110 10750
Oct. 4, 2016 Feb. 3, 2017 122 days 7% Nifty 50: 10% 12230 11340 12260
Aug. 28, 2018 May 25, 2019 270 days 8% Nifty 50: 14% 14200 13090 14260
Feb. 12, 2020 Nov. 5, 2020 267 days 18% Nifty 50: 37% 15400 12660 15460
Jan. 17, 2022 May 9, 2023 477 days 10% Nifty 50: 16% 19360 17470 19360