InvestVerdict
Aditya Birla Sun Life Long Duration Fund
Direct Plan · GROWTH · Long Duration · Scheme code 150484
Fund houseAditya Birla Sun Life Mutual Fund
CategoryLong Duration
Plan & optionDirect · GROWTH
History4.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.01 | 2.94 | 1.83 | 4.60 | 6.81 | — | — | — | 7.52 |
| Long Duration category median |
— | — | — | 4.59 | 6.91 | 6.36 | — | 6.89 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.0% | 0.10 | 0.16 | — | — | -3.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 148 | -2.0% | 8.1% | 13.5% | 3% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.