otherModerate risk

DBS CholaFreedom Income-STF-Institutional Monthly Dividend

A specialised fund. Check the scheme details for what it invests in. From DBS Chola Mutual Fund. It's been running since 2 Aug 2006.

Latest price per unit

₹11.4502

▲ 0.05% today

As of 15 Feb 2010 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹92.6k

▼ ₹7.4k loss · -7.4% / year

Invested 3 years ago

₹1.04 L

▲ ₹4.4k gain · 1.4% / 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

7.1%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.25%

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-7.37%

CAGR — 3 years1.44%

CAGR — 5 years—

CAGR — since launch1.48%

Volatility — 1 year (annualised)12.34%

Volatility — 3 years (annualised)7.13%

Max drawdown — 1 year-11.25%

Max drawdown — 3 years-11.25%

Sharpe ratio — 1 year (rf=6%)-1.15

Sharpe ratio — 3 years (rf=6%)-0.63

Fund info

Fund house: DBS Chola Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101784
First price on record: 2 Aug 2006 · 863 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.