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

Across 2,163 overlapping 5-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 15.51% a year, with a median of 14.64%. The best 5-year stretch returned 33.63% a year and the worst returned -3.20%.

Has Aditya Birla Sun Life Small Cap Fund ever lost money over 5 years?

Yes. 2.0% of the 2,163 5-year holding periods in this fund's history ended below zero. The worst returned -3.20% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.

What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Small 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, 5-year rolling returns averaged 15.51% a year on the Direct plan against 14.29% on the Regular plan, a difference of 1.22% a year.

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

Across 3,147 overlapping 1-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 21.92% a year, with a median of 17.27%. The best 1-year stretch returned 125.38% a year and the worst returned -43.69%.

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

Across 2,656 overlapping 3-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 17.49% a year, with a median of 19.21%. The best 3-year stretch returned 43.01% a year and the worst returned -16.79%.

What is the 7-year rolling return of Aditya Birla Sun Life Small Cap Fund?

Across 1,667 overlapping 7-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 14.05% a year, with a median of 13.78%. The best 7-year stretch returned 21.25% a year and the worst returned 8.46%.

What is the 10-year rolling return of Aditya Birla Sun Life Small Cap Fund?

Across 930 overlapping 10-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 16.25% a year, with a median of 15.90%. The best 10-year stretch returned 21.23% a year and the worst returned 11.96%.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,390 daily NAV records since 7 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 — 2,163 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 7 January 2013 to 16 October 2026

Average rolling return

15.51%

Windows computed

2,163

Median return

14.64%

Standard deviation

8.37%

Best 5-year window

33.63%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-3.20%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%: 98.0% (2,119 of 2,163)
Above 8%: 76.2% (1,649 of 2,163)
Above 12%: 64.8% (1,402 of 2,163)
Above 15%: 48.1% (1,041 of 2,163)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 434 of 2,163 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 Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	21.92%	17.49%	15.51%	14.05%	16.25%
Median	17.27%	19.21%	14.64%	13.78%	15.90%
Minimum	-43.69%	-16.79%	-3.20%	8.46%	11.96%
Maximum	125.38%	43.01%	33.63%	21.25%	21.23%
Std deviation	31.18%	12.23%	8.37%	2.43%	2.28%
Consistency
Above 0%	73.59%	89.65%	97.97%	100.00%	100.00%
Above 8%	62.03%	81.78%	76.24%	100.00%	100.00%
Above 12%	57.45%	76.36%	64.82%	82.48%	99.89%
Above 15%	53.54%	67.47%	48.13%	34.49%	56.77%
Coverage
Windows computed	3,147	2,656	2,163	1,667	930

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 1.22% a year more than Regular.

This fund's Regular plan has NAV going back to 31 May 2007, but its Direct plan only began on 7 January 2013. The 1,375 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 Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	15.51%	14.29%
Best window	33.63%from 24 Mar 2020	32.22%from 24 Mar 2020
Worst window	-3.20%from 6 Apr 2015	-4.21%from 6 Apr 2015
Windows computed	2,163	2,163

Common questions about Aditya Birla Sun Life Small Cap Fund

What is the 5-year rolling return of Aditya Birla Sun Life Small Cap Fund?: Across 2,163 overlapping 5-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 15.51% a year, with a median of 14.64%. The best 5-year stretch returned 33.63% a year and the worst returned -3.20%.
Has Aditya Birla Sun Life Small Cap Fund ever lost money over 5 years?: Yes. 2.0% of the 2,163 5-year holding periods in this fund's history ended below zero. The worst returned -3.20% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.
What is the difference between the Direct and Regular plans of Aditya Birla Sun Life Small 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, 5-year rolling returns averaged 15.51% a year on the Direct plan against 14.29% on the Regular plan, a difference of 1.22% a year.
What is the 1-year rolling return of Aditya Birla Sun Life Small Cap Fund?: Across 3,147 overlapping 1-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 21.92% a year, with a median of 17.27%. The best 1-year stretch returned 125.38% a year and the worst returned -43.69%.
What is the 3-year rolling return of Aditya Birla Sun Life Small Cap Fund?: Across 2,656 overlapping 3-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 17.49% a year, with a median of 19.21%. The best 3-year stretch returned 43.01% a year and the worst returned -16.79%.
What is the 7-year rolling return of Aditya Birla Sun Life Small Cap Fund?: Across 1,667 overlapping 7-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 14.05% a year, with a median of 13.78%. The best 7-year stretch returned 21.25% a year and the worst returned 8.46%.
What is the 10-year rolling return of Aditya Birla Sun Life Small Cap Fund?: Across 930 overlapping 10-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Aditya Birla Sun Life Small Cap Fund returned an average of 16.25% a year, with a median of 15.90%. The best 10-year stretch returned 21.23% a year and the worst returned 11.96%.

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.