otherLow risk

IDFC-SSIF-Investment Plan B- GROWTH

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 5 Dec 2008.

Latest price per unit

₹14.4284

▲ 0.00% today

As of 6 Jun 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.15 L

▲ ₹15.1k gain · 15.1% / year

Invested 3 years ago

₹1.33 L

▲ ₹32.7k gain · 9.9% / 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

1.6%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.57%

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 year15.05%

CAGR — 3 years9.89%

CAGR — 5 years—

CAGR — since launch8.25%

Volatility — 1 year (annualised)1.85%

Volatility — 3 years (annualised)1.62%

Max drawdown — 1 year-0.89%

Max drawdown — 3 years-1.06%

Sharpe ratio — 1 year (rf=6%)4.68

Sharpe ratio — 3 years (rf=6%)2.37

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111529
First price on record: 5 Dec 2008 · 1,082 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.