MF Gyan
otherModerate risk

Birla Sun Life Fixed Term Plan - Series AO RETAIL 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 2 Apr 2008.

Latest price per unit
₹10.7674
4.13% 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
₹1.07 L
₹7.1k gain · 7.1% / 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
7.4%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-5.77%

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 year7.06%
CAGR — 3 years
CAGR — 5 years
CAGR — since launch7.13%
Volatility — 1 year (annualised)7.50%
Volatility — 3 years (annualised)7.44%
Max drawdown — 1 year-5.77%
Max drawdown — 3 years-5.77%
Sharpe ratio — 1 year (rf=6%)0.17
Sharpe ratio — 3 years (rf=6%)0.18

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Option
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
108052
First price on record
2 Apr 2008 · 240 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.