Rolling Returns Calculator

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Digital India Fund — rolling returns

IT · NAV data as of

3,391 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,166 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 2 January 2013 to 15 October 2026

Average rolling return

20.74%

Windows computed

2,166

Median return

21.73%

Standard deviation

7.66%

Best 5-year window

35.39%a year

Invested 17 Nov 2016 · exited 17 Nov 2021

Worst 5-year window

2.46%a year

Invested 8 Oct 2021 · exited 8 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (2,166 of 2,166)
Above 8%
93.9% (2,034 of 2,166)
Above 12%
83.3% (1,805 of 2,166)
Above 15%
74.9% (1,622 of 2,166)

Each point is one 5-year holding period, plotted against the date it began. Showing 434 of 2,166 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Aditya Birla Sun Life Digital India Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average20.94%19.26%20.74%20.91%19.20%
Median14.22%16.35%21.73%20.46%19.73%
Minimum-21.81%3.04%2.46%11.86%15.27%
Maximum150.40%46.83%35.39%28.18%22.19%
Std deviation28.37%9.79%7.66%3.15%1.71%
Consistency
Above 0%73.38%100.00%100.00%100.00%100.00%
Above 8%60.86%90.26%93.91%100.00%100.00%
Above 12%54.67%73.44%83.33%99.82%100.00%
Above 15%49.02%57.98%74.88%98.62%100.00%
Coverage
Windows computed3,1482,6582,1661,669933

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.19% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 2 January 2013. The 1,664 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Aditya Birla Sun Life Digital India Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average20.74%19.56%
Best window35.39%from 17 Nov 201634.10%from 17 Nov 2016
Worst window2.46%from 8 Oct 20211.30%from 8 Oct 2021
Windows computed2,1662,166

Common questions about Aditya Birla Sun Life Digital India Fund

What is the 5-year rolling return of Aditya Birla Sun Life Digital India Fund?
Across 2,166 overlapping 5-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of Aditya Birla Sun Life Digital India Fund returned an average of 20.74% a year, with a median of 21.73%. The best 5-year stretch returned 35.39% a year and the worst returned 2.46%.
Has Aditya Birla Sun Life Digital India Fund ever lost money over 5 years?
No. Every one of the 2,166 5-year holding periods in this fund's history ended in profit. The weakest returned 2.46% a year, for someone who invested on 8 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Digital India Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 20.74% a year on the Direct plan against 19.56% on the Regular plan, a difference of 1.19% a year.
What is the 1-year rolling return of Aditya Birla Sun Life Digital India Fund?
Across 3,148 overlapping 1-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of Aditya Birla Sun Life Digital India Fund returned an average of 20.94% a year, with a median of 14.22%. The best 1-year stretch returned 150.40% a year and the worst returned -21.81%.
What is the 3-year rolling return of Aditya Birla Sun Life Digital India Fund?
Across 2,658 overlapping 3-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of Aditya Birla Sun Life Digital India Fund returned an average of 19.26% a year, with a median of 16.35%. The best 3-year stretch returned 46.83% a year and the worst returned 3.04%.
What is the 7-year rolling return of Aditya Birla Sun Life Digital India Fund?
Across 1,669 overlapping 7-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of Aditya Birla Sun Life Digital India Fund returned an average of 20.91% a year, with a median of 20.46%. The best 7-year stretch returned 28.18% a year and the worst returned 11.86%.
What is the 10-year rolling return of Aditya Birla Sun Life Digital India Fund?
Across 933 overlapping 10-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of Aditya Birla Sun Life Digital India Fund returned an average of 19.20% a year, with a median of 19.73%. The best 10-year stretch returned 22.19% a year and the worst returned 15.27%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.