otherModerate risk

Birla Sun Life Fixed Term Plan - Series AD - INSTITUTIONAL DIVIDEND

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 23 Nov 2007.

Latest price per unit

₹10.00

▼ 11.33% today

As of 8 Apr 2009 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.6k

▼ ₹3.4k loss · -3.4% / 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

10.6%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.33%

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-3.41%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch-0.05%

Volatility — 1 year (annualised)12.53%

Volatility — 3 years (annualised)10.64%

Max drawdown — 1 year-11.33%

Max drawdown — 3 years-11.33%

Sharpe ratio — 1 year (rf=6%)-0.78

Sharpe ratio — 3 years (rf=6%)-0.57

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 106985
First price on record: 23 Nov 2007 · 328 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.