Rolling Returns Calculator

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Multi Asset Allocation Fund — rolling returns

Multi Asset Allocation · NAV data as of

911 daily NAV records since 2 February 2023

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 — 668 separate one-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 February 2023 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 2 February 2023 to 16 October 2026. Pick a shorter period or widen the range.

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 Asset Allocation Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average18.39%17.80%———
Median16.82%17.53%———
Minimum4.66%14.83%———
Maximum31.85%21.24%———
Std deviation6.74%1.56%———
Consistency
Above 0%100.00%100.00%———
Above 8%95.81%100.00%———
Above 12%79.79%100.00%———
Above 15%60.78%98.87%———
Coverage
Windows computed668177———

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.

5-year rolling returns for Aditya Birla Sun Life Multi Asset Allocation Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average——
Best window——
Worst window——
Windows computed——

Common questions about Aditya Birla Sun Life Multi Asset Allocation Fund

What is the 1-year rolling return of Aditya Birla Sun Life Multi Asset Allocation Fund?
Across 668 overlapping 1-year holding periods between 2 February 2023 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Multi Asset Allocation Fund returned an average of 18.39% a year, with a median of 16.82%. The best 1-year stretch returned 31.85% a year and the worst returned 4.66%.
Has Aditya Birla Sun Life Multi Asset Allocation Fund ever lost money over 1 years?
No. Every one of the 668 1-year holding periods in this fund's history ended in profit. The weakest returned 4.66% a year, for someone who invested on 15 October 2025. 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 Asset Allocation 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, 1-year rolling returns averaged 18.39% a year on the Direct plan against 16.78% on the Regular plan, a difference of 1.61% a year.
What is the 3-year rolling return of Aditya Birla Sun Life Multi Asset Allocation Fund?
Aditya Birla Sun Life Multi Asset Allocation Fund has 177 windows at the 3-year holding period, because its NAV record begins on 2 February 2023. 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.