otherLow risk

BIRLA SUN LIFE CAPITAL PROTECTION ORIENTED FUND-5 YRS-GROWTH

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 10 Aug 2007.

Latest price per unit

₹13.0783

▲ 0.02% today

As of 2 Aug 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹3.7k gain · 3.7% / year

Invested 3 years ago

₹1.14 L

▲ ₹14.4k gain · 4.6% / 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

2.8%

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

Worst drop ever

-12.09%

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 year3.73%

CAGR — 3 years4.60%

CAGR — 5 years—

CAGR — since launch5.35%

Volatility — 1 year (annualised)2.90%

Volatility — 3 years (annualised)2.77%

Max drawdown — 1 year-1.79%

Max drawdown — 3 years-3.98%

Sharpe ratio — 1 year (rf=6%)-0.75

Sharpe ratio — 3 years (rf=6%)-0.48

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 106272
First price on record: 10 Aug 2007 · 1,203 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.