otherLow risk

Benchmark Equity & Derivatives Opportunities Fund - Dividend Plan

A specialised fund. Check the scheme details for what it invests in. From Benchmark Mutual Fund. It's been running since 31 Oct 2007.

Latest price per unit

₹11.1521

▲ 0.15% today

As of 18 Aug 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.0k gain · 2.0% / year

Invested 3 years ago

₹1.05 L

▲ ₹4.9k gain · 1.6% / 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

4.1%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-5.47%

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 year1.99%

CAGR — 3 years1.60%

CAGR — 5 years—

CAGR — since launch2.77%

Volatility — 1 year (annualised)5.63%

Volatility — 3 years (annualised)4.07%

Max drawdown — 1 year-5.47%

Max drawdown — 3 years-5.47%

Sharpe ratio — 1 year (rf=6%)-0.71

Sharpe ratio — 3 years (rf=6%)-1.07

Fund info

Fund house: Benchmark Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 106837
First price on record: 31 Oct 2007 · 936 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.