What is the 5-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?

Across 564 overlapping 5-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 19.56% a year, with a median of 18.10%. The best 5-year stretch returned 29.27% a year and the worst returned 13.03%.

Has Aditya Birla Sun Life Pharma and Healthcare Fund ever lost money over 5 years?

No. Every one of the 564 5-year holding periods in this fund's history ended in profit. The weakest returned 13.03% a year, for someone who invested on 18 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 Pharma and Healthcare 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 19.56% a year on the Direct plan against 17.82% on the Regular plan, a difference of 1.74% a year.

What is the 1-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?

Across 1,548 overlapping 1-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 22.90% a year, with a median of 17.94%. The best 1-year stretch returned 72.90% a year and the worst returned -15.55%.

What is the 3-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?

Across 1,057 overlapping 3-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 19.59% a year, with a median of 19.79%. The best 3-year stretch returned 27.66% a year and the worst returned 12.20%.

What is the 7-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?

Aditya Birla Sun Life Pharma and Healthcare Fund has 68 windows at the 7-year holding period, because its NAV record begins on 11 July 2019. 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 Pharma and Healthcare Fund — rolling returns

Pharma & Healthcare · NAV data as of 16 October 2026

1,791 daily NAV records since 11 July 2019

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 — 564 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

Compare against

Another fund

Index or category average

Direct plan · showing data from 11 July 2019 to 16 October 2026

Average rolling return

19.56%

Windows computed

564

Median return

18.10%

Standard deviation

4.84%

Best 5-year window

29.27%a year

Invested 9 Oct 2019 · exited 9 Oct 2024

Worst 5-year window

13.03%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (564 of 564)
Above 8%: 100.0% (564 of 564)
Above 12%: 100.0% (564 of 564)
Above 15%: 73.2% (413 of 564)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 114 of 564 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 Pharma and Healthcare Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	22.90%	19.59%	19.56%	21.66%	—
Median	17.94%	19.79%	18.10%	21.72%	—
Minimum	-15.55%	12.20%	13.03%	20.39%	—
Maximum	72.90%	27.66%	29.27%	22.34%	—
Std deviation	22.71%	3.70%	4.84%	0.44%	—
Consistency
Above 0%	80.17%	100.00%	100.00%	100.00%	—
Above 8%	70.61%	100.00%	100.00%	100.00%	—
Above 12%	64.41%	100.00%	100.00%	100.00%	—
Above 15%	56.72%	84.20%	73.23%	100.00%	—
Coverage
Windows computed	1,548	1,057	564	68	—

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 1.74% a year more than Regular.

5-year rolling returns for Aditya Birla Sun Life Pharma and Healthcare Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	19.56%	17.82%
Best window	29.27%from 9 Oct 2019	27.26%from 9 Oct 2019
Worst window	13.03%from 18 Oct 2021	11.48%from 18 Oct 2021
Windows computed	564	564

Common questions about Aditya Birla Sun Life Pharma and Healthcare Fund

What is the 5-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?: Across 564 overlapping 5-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 19.56% a year, with a median of 18.10%. The best 5-year stretch returned 29.27% a year and the worst returned 13.03%.
Has Aditya Birla Sun Life Pharma and Healthcare Fund ever lost money over 5 years?: No. Every one of the 564 5-year holding periods in this fund's history ended in profit. The weakest returned 13.03% a year, for someone who invested on 18 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 Pharma and Healthcare 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 19.56% a year on the Direct plan against 17.82% on the Regular plan, a difference of 1.74% a year.
What is the 1-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?: Across 1,548 overlapping 1-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 22.90% a year, with a median of 17.94%. The best 1-year stretch returned 72.90% a year and the worst returned -15.55%.
What is the 3-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?: Across 1,057 overlapping 3-year holding periods between 11 July 2019 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Pharma and Healthcare Fund returned an average of 19.59% a year, with a median of 19.79%. The best 3-year stretch returned 27.66% a year and the worst returned 12.20%.
What is the 7-year rolling return of Aditya Birla Sun Life Pharma and Healthcare Fund?: Aditya Birla Sun Life Pharma and Healthcare Fund has 68 windows at the 7-year holding period, because its NAV record begins on 11 July 2019. 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

Other Pharma & Healthcare 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.