otherHigh risk

Morgan Stanley Growth Fund- Regular Dividend Plan

A specialised fund. Check the scheme details for what it invests in. From Morgan Stanley Mutual Fund. It's been running since 20 Jan 2009.

Latest price per unit

₹22.894

▼ 0.36% today

As of 26 Jun 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.19 L

▲ ₹18.8k gain · 18.8% / year

Invested 3 years ago

₹1.26 L

▲ ₹26.1k gain · 8.0% / year

Invested 5 years ago

₹1.49 L

▲ ₹48.7k gain · 8.3% / 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

14.8%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-38.19%

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 year18.78%

CAGR — 3 years8.03%

CAGR — 5 years8.26%

CAGR — since launch17.01%

Volatility — 1 year (annualised)15.32%

Volatility — 3 years (annualised)14.79%

Max drawdown — 1 year-13.89%

Max drawdown — 3 years-22.34%

Sharpe ratio — 1 year (rf=6%)0.76

Sharpe ratio — 3 years (rf=6%)0.11

Fund info

Fund house: Morgan Stanley Mutual Fund
Category: Income
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111679
First price on record: 20 Jan 2009 · 1,339 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.