otherHigh risk

IDFC 50-50 Strategic Sector Fund-Regular Plan-Dividend

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 6 Oct 2008.

Latest price per unit

₹12.9557

▲ 0.23% today

As of 8 Nov 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹95.4k

▼ ₹4.6k loss · -4.6% / year

Invested 3 years ago

₹78.7k

▼ ₹21.3k loss · -7.7% / year

Invested 5 years ago

₹1.57 L

▲ ₹56.5k gain · 9.4% / 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

17.3%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-32.51%

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-4.62%

CAGR — 3 years-7.69%

CAGR — 5 years9.38%

CAGR — since launch7.20%

Volatility — 1 year (annualised)17.09%

Volatility — 3 years (annualised)17.32%

Max drawdown — 1 year-25.54%

Max drawdown — 3 years-32.51%

Sharpe ratio — 1 year (rf=6%)-0.63

Sharpe ratio — 3 years (rf=6%)-0.82

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: Regular
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 110463
First price on record: 6 Oct 2008 · 1,252 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.