What is the 5-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?

Across 1,729 overlapping 5-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.74% a year, with a median of 11.72%. The best 5-year stretch returned 20.44% a year and the worst returned 3.48%.

Has Aditya Birla Sun Life Balanced Advantage Fund ever lost money over 5 years?

No. Every one of the 1,729 5-year holding periods in this fund's history ended in profit. The weakest returned 3.48% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Balanced Advantage 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 11.74% a year on the Direct plan against 10.50% on the Regular plan, a difference of 1.24% a year.

What is the 1-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?

Across 2,714 overlapping 1-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.98% a year, with a median of 10.23%. The best 1-year stretch returned 58.92% a year and the worst returned -15.96%.

What is the 3-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?

Across 2,222 overlapping 3-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.89% a year, with a median of 12.53%. The best 3-year stretch returned 22.70% a year and the worst returned -2.84%.

What is the 7-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?

Across 1,233 overlapping 7-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.73% a year, with a median of 11.66%. The best 7-year stretch returned 13.52% a year and the worst returned 10.04%.

What is the 10-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?

Across 496 overlapping 10-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.99% a year, with a median of 12.05%. The best 10-year stretch returned 13.63% a year and the worst returned 10.62%.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Balanced Advantage Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

2,957 daily NAV records since 13 October 2014

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 — 1,729 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

From

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Another fund

Index or category average

Direct plan · showing data from 13 October 2014 to 16 October 2026

Average rolling return

11.74%

Windows computed

1,729

Median return

11.72%

Standard deviation

2.52%

Best 5-year window

20.44%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

3.48%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,729 of 1,729)
Above 8%: 96.5% (1,669 of 1,729)
Above 12%: 42.8% (740 of 1,729)
Above 15%: 11.7% (202 of 1,729)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 347 of 1,729 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 Balanced Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	11.98%	11.89%	11.74%	11.73%	11.99%
Median	10.23%	12.53%	11.72%	11.66%	12.05%
Minimum	-15.96%	-2.84%	3.48%	10.04%	10.62%
Maximum	58.92%	22.70%	20.44%	13.52%	13.63%
Std deviation	10.02%	3.30%	2.52%	0.73%	0.62%
Consistency
Above 0%	94.44%	99.64%	100.00%	100.00%	100.00%
Above 8%	59.91%	88.70%	96.53%	100.00%	100.00%
Above 12%	42.37%	61.93%	42.80%	35.28%	52.62%
Above 15%	31.80%	9.41%	11.68%	0.00%	0.00%
Coverage
Windows computed	2,714	2,222	1,729	1,233	496

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 1.24% a year more than Regular.

5-year rolling returns for Aditya Birla Sun Life Balanced Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	11.74%	10.50%
Best window	20.44%from 23 Mar 2020	19.02%from 23 Mar 2020
Worst window	3.48%from 23 Mar 2015	2.57%from 23 Mar 2015
Windows computed	1,729	1,729

Common questions about Aditya Birla Sun Life Balanced Advantage Fund

What is the 5-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?: Across 1,729 overlapping 5-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.74% a year, with a median of 11.72%. The best 5-year stretch returned 20.44% a year and the worst returned 3.48%.
Has Aditya Birla Sun Life Balanced Advantage Fund ever lost money over 5 years?: No. Every one of the 1,729 5-year holding periods in this fund's history ended in profit. The weakest returned 3.48% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Balanced Advantage 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 11.74% a year on the Direct plan against 10.50% on the Regular plan, a difference of 1.24% a year.
What is the 1-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?: Across 2,714 overlapping 1-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.98% a year, with a median of 10.23%. The best 1-year stretch returned 58.92% a year and the worst returned -15.96%.
What is the 3-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?: Across 2,222 overlapping 3-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.89% a year, with a median of 12.53%. The best 3-year stretch returned 22.70% a year and the worst returned -2.84%.
What is the 7-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?: Across 1,233 overlapping 7-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.73% a year, with a median of 11.66%. The best 7-year stretch returned 13.52% a year and the worst returned 10.04%.
What is the 10-year rolling return of Aditya Birla Sun Life Balanced Advantage Fund?: Across 496 overlapping 10-year holding periods between 13 October 2014 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Balanced Advantage Fund returned an average of 11.99% a year, with a median of 12.05%. The best 10-year stretch returned 13.63% a year and the worst returned 10.62%.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

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.