MF Gyan
otherLow risk

Birla Sun Life Regular Savings Fund - Regular Plan - Monthly Payment

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit
₹20.4224
0.14% today
As of 5 Apr 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.07 L
₹7.4k gain · 7.4% / year
Invested 3 years ago
₹1.20 L
₹20.2k gain · 6.3% / year
Invested 5 years ago
₹1.47 L
₹47.4k gain · 8.1% / 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
4.3%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-23.27%

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 year7.44%
CAGR — 3 years6.33%
CAGR — 5 years8.07%
CAGR — since launch6.98%
Volatility — 1 year (annualised)4.16%
Volatility — 3 years (annualised)4.28%
Max drawdown — 1 year-3.64%
Max drawdown — 3 years-4.46%
Sharpe ratio — 1 year (rf=6%)0.46
Sharpe ratio — 3 years (rf=6%)0.09

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Regular
Option
ISIN (Growth)
ISIN (Div re-invest)
Fund code
101817
First price on record
3 Apr 2006 · 1,702 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.