debtModerate risk

Aditya Birla Sun Life Income Fund-PLan F(54EB 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

₹15.5708

▲ 0.04% 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

₹1.05 L

▲ ₹4.6k gain · 4.6% / year

Invested 3 years ago

₹1.17 L

▲ ₹17.3k gain · 5.5% / 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

6.2%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.51%

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 year4.64%

CAGR — 3 years5.46%

CAGR — 5 years—

CAGR — since launch8.29%

Volatility — 1 year (annualised)0.92%

Volatility — 3 years (annualised)6.22%

Max drawdown — 1 year-0.61%

Max drawdown — 3 years-12.51%

Sharpe ratio — 1 year (rf=6%)-1.46

Sharpe ratio — 3 years (rf=6%)-0.07

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Corporate Bond Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103181
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.