otherModerate risk
Fortis FIXED TERM PLAN - SERIES 9: THREE YEARLY PLAN A - Regular Plan - Half Yearly Dividend Option
A specialised fund. Check the scheme details for what it invests in. From Fortis Mutual Fund. It's been running since 10 Nov 2008.
Latest price per unit
₹10.00
▼ 4.95% today
As of 20 Sep 2010 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹94.5k
▼ ₹5.5k loss · -5.5% / 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
-7.71%
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-5.47%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch-0.24%
Volatility — 1 year (annualised)7.97%
Volatility — 3 years (annualised)7.42%
Max drawdown — 1 year-5.92%
Max drawdown — 3 years-7.71%
Sharpe ratio — 1 year (rf=6%)-1.52
Sharpe ratio — 3 years (rf=6%)-0.84
Fund info
- Fund house
- Fortis Mutual Fund
- Category
- Income
- Plan
- Regular
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 111084
- First price on record
- 10 Nov 2008 · 446 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.