MF Gyan
debtModerate risk

Aditya Birla Sun Life Gilt Plus-Regular Plan (Annual Dividend)

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Aditya Birla Sun Life Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit
₹23.7552
0.05% today
As of 11 Feb 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.4k
₹563 loss · -0.6% / year
Invested 3 years ago
₹94.4k
₹5.6k loss · -1.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
10.7%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-19.39%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year-0.56%
CAGR — 3 years-1.92%
CAGR — 5 years
CAGR — since launch1.78%
Volatility — 1 year (annualised)4.70%
Volatility — 3 years (annualised)10.66%
Max drawdown — 1 year-4.13%
Max drawdown — 3 years-19.39%
Sharpe ratio — 1 year (rf=6%)-1.40
Sharpe ratio — 3 years (rf=6%)-0.75

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Debt Scheme - Gilt Fund
Plan
Regular
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
100062
First price on record
3 Apr 2006 · 1,188 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.