What is the 3-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?

Across 608 overlapping 3-year holding periods between 10 May 2021 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Multi-Cap Fund returned an average of 17.91% a year, with a median of 18.04%. The best 3-year stretch returned 23.44% a year and the worst returned 11.83%.

Has Aditya Birla Sun Life Multi-Cap Fund ever lost money over 3 years?

No. Every one of the 608 3-year holding periods in this fund's history ended in profit. The weakest returned 11.83% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Multi-Cap 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, 3-year rolling returns averaged 17.91% a year on the Direct plan against 16.42% on the Regular plan, a difference of 1.49% a year.

What is the 1-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?

Across 1,099 overlapping 1-year holding periods between 10 May 2021 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Multi-Cap Fund returned an average of 14.65% a year, with a median of 8.81%. The best 1-year stretch returned 44.99% a year and the worst returned -5.83%.

What is the 5-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?

Aditya Birla Sun Life Multi-Cap Fund has 115 windows at the 5-year holding period, because its NAV record begins on 10 May 2021. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi-Cap Fund — rolling returns

Multi Cap · NAV data as of 16 October 2026

1,342 daily NAV records since 10 May 2021

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 — 608 separate three-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

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 10 May 2021 to 16 October 2026

Average rolling return

14.05%

Windows computed

115

Median return

14.39%

Standard deviation

1.21%

Best 5-year window

16.20%a year

Invested 10 May 2021 · exited 8 May 2026

Worst 5-year window

10.99%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (115 of 115)
Above 8%: 100.0% (115 of 115)
Above 12%: 90.4% (104 of 115)
Above 15%: 18.3% (21 of 115)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 24 of 115 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 Multi-Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	14.65%	17.91%	14.05%	—	—
Median	8.81%	18.04%	14.39%	—	—
Minimum	-5.83%	11.83%	10.99%	—	—
Maximum	44.99%	23.44%	16.20%	—	—
Std deviation	14.19%	2.49%	1.21%	—	—
Consistency
Above 0%	89.54%	100.00%	100.00%	—	—
Above 8%	52.96%	100.00%	100.00%	—	—
Above 12%	43.13%	99.84%	90.43%	—	—
Above 15%	38.22%	86.18%	18.26%	—	—
Coverage
Windows computed	1,099	608	115	—	—

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 1.49% a year more than Regular.

5-year rolling returns for Aditya Birla Sun Life Multi-Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	14.05%	12.55%
Best window	16.20%from 10 May 2021	14.63%from 10 May 2021
Worst window	10.99%from 18 Oct 2021	9.58%from 18 Oct 2021
Windows computed	115	115

Common questions about Aditya Birla Sun Life Multi-Cap Fund

What is the 3-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?: Across 608 overlapping 3-year holding periods between 10 May 2021 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Multi-Cap Fund returned an average of 17.91% a year, with a median of 18.04%. The best 3-year stretch returned 23.44% a year and the worst returned 11.83%.
Has Aditya Birla Sun Life Multi-Cap Fund ever lost money over 3 years?: No. Every one of the 608 3-year holding periods in this fund's history ended in profit. The weakest returned 11.83% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Multi-Cap 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, 3-year rolling returns averaged 17.91% a year on the Direct plan against 16.42% on the Regular plan, a difference of 1.49% a year.
What is the 1-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?: Across 1,099 overlapping 1-year holding periods between 10 May 2021 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Multi-Cap Fund returned an average of 14.65% a year, with a median of 8.81%. The best 1-year stretch returned 44.99% a year and the worst returned -5.83%.
What is the 5-year rolling return of Aditya Birla Sun Life Multi-Cap Fund?: Aditya Birla Sun Life Multi-Cap Fund has 115 windows at the 5-year holding period, because its NAV record begins on 10 May 2021. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

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.