MF Gyan
otherVery high risk

Religare Invesco Active Income Fund - Plan B - MonthlyDividend

A specialised fund. Check the scheme details for what it invests in. From Invesco Mutual Fund. It's been running since 3 Aug 2007.

Latest price per unit
₹1,353.7379
0.14% today
As of 20 Jan 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.03 L
₹3.3k gain · 3.3% / year
Invested 3 years ago
₹1.33 Cr
₹1.32 Cr gain · 410.4% / year
Invested 5 years ago
₹1.35 Cr
₹1.34 Cr gain · 166.7% / 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
273.0%

The value swings roughly 273% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-11.42%

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 year3.30%
CAGR — 3 years410.44%
CAGR — 5 years166.66%
CAGR — since launch78.54%
Volatility — 1 year (annualised)2.95%
Volatility — 3 years (annualised)273.02%
Max drawdown — 1 year-2.30%
Max drawdown — 3 years-3.76%
Sharpe ratio — 1 year (rf=6%)-0.88
Sharpe ratio — 3 years (rf=6%)0.61

Fund info

Fund house
Invesco Mutual Fund
Category
Income
Plan
Option
ISIN (Growth)
ISIN (Div re-invest)
Fund code
106174
First price on record
3 Aug 2007 · 1,927 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.