debtLow risk

Aditya Birla Sun Life Low Duration Fund - Institutional Plan - Weekly 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 2 Apr 2006.

Latest price per unit

₹99.9054

▲ 0.01% today

As of 30 Apr 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.1k

▼ ₹862 loss · -0.9% / year

Invested 3 years ago

₹99.4k

▼ ₹576 loss · -0.2% / year

Invested 5 years ago

₹99.6k

▼ ₹376 loss · -0.1% / 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

1.7%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-2.02%

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-0.86%

CAGR — 3 years-0.19%

CAGR — 5 years-0.08%

CAGR — since launch17.75%

Volatility — 1 year (annualised)2.62%

Volatility — 3 years (annualised)1.75%

Max drawdown — 1 year-2.02%

Max drawdown — 3 years-2.02%

Sharpe ratio — 1 year (rf=6%)-2.63

Sharpe ratio — 3 years (rf=6%)-3.56

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103194
First price on record: 2 Apr 2006 · 3,668 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.