mid capHigh risk

Reliance Vision Fund Institutional Dividend Plan

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Reliance Mutual Fund. It's been running since 8 Aug 2007.

Latest price per unit

₹258.7308

▼ 1.03% today

As of 4 Jun 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹89.1k

▼ ₹10.9k loss · -10.9% / year

Invested 3 years ago

₹87.4k

▼ ₹12.6k loss · -4.4% / year

Invested 5 years ago

₹1.26 L

▲ ₹26.2k gain · 4.8% / 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

19.1%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-62.01%

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-10.91%

CAGR — 3 years-4.39%

CAGR — 5 years4.77%

CAGR — since launch1.72%

Volatility — 1 year (annualised)16.72%

Volatility — 3 years (annualised)19.08%

Max drawdown — 1 year-25.37%

Max drawdown — 3 years-31.26%

Sharpe ratio — 1 year (rf=6%)-1.08

Sharpe ratio — 3 years (rf=6%)-0.55

Fund info

Fund house: Reliance Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 106255
First price on record: 8 Aug 2007 · 2,661 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.