elssHigh risk

Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Aditya Birla Sun Life Mutual Fund. It's been running since 4 Oct 2006.

Latest price per unit

₹47.49

▼ 0.13% today

As of 13 Apr 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹95.8k

▼ ₹4.2k loss · -4.2% / year

Invested 3 years ago

₹1.49 L

▲ ₹49.0k gain · 14.2% / year

Invested 5 years ago

₹1.20 L

▲ ₹20.0k gain · 3.7% / 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

14.5%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-64.68%

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-4.16%

CAGR — 3 years14.21%

CAGR — 5 years3.72%

CAGR — since launch9.91%

Volatility — 1 year (annualised)12.40%

Volatility — 3 years (annualised)14.54%

Max drawdown — 1 year-11.99%

Max drawdown — 3 years-18.71%

Sharpe ratio — 1 year (rf=6%)-0.83

Sharpe ratio — 3 years (rf=6%)0.51

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Equity Scheme - ELSS
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 104331
First price on record: 4 Oct 2006 · 4,067 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.