otherLow risk

Aditya Birla Sun Life Monthly Income - Growth - Regular Plan

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

₹66.8072

▼ 0.02% today

As of 1 Jun 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.5k gain · 5.5% / year

Invested 3 years ago

₹1.25 L

▲ ₹24.9k gain · 7.7% / year

Invested 5 years ago

₹1.54 L

▲ ₹54.0k gain · 9.0% / 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

3.3%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.94%

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 year5.47%

CAGR — 3 years7.69%

CAGR — 5 years9.02%

CAGR — since launch8.97%

Volatility — 1 year (annualised)0.83%

Volatility — 3 years (annualised)3.29%

Max drawdown — 1 year-0.84%

Max drawdown — 3 years-3.53%

Sharpe ratio — 1 year (rf=6%)-0.58

Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103185
First price on record: 3 Apr 2006 · 2,942 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.