elssVery high risk
Aditya Birla Tax Plan 98
An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Aditya Birla Sun Life Mutual Fund. It's been running since 3 Apr 2006.
Latest price per unit
₹207.78
▼ 2.57% today
As of 31 Mar 2008 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.10 L
▲ ₹9.9k gain · 9.9% / 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
28.4%
The value swings roughly 28% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-40.99%
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 year9.86%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch5.62%
Volatility — 1 year (annualised)29.87%
Volatility — 3 years (annualised)28.41%
Max drawdown — 1 year-40.99%
Max drawdown — 3 years-40.99%
Sharpe ratio — 1 year (rf=6%)0.24
Sharpe ratio — 3 years (rf=6%)-0.02
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- ELSS
- Plan
- —
- Option
- —
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 100956
- First price on record
- 3 Apr 2006 · 497 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.