otherModerate risk

Fidelity Wealth Builder Fund - Plan C - Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Fidelity Mutual Fund. It's been running since 2 Mar 2009.

Latest price per unit

₹11.9913

▼ 0.03% today

As of 22 Nov 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.4k gain · 7.4% / year

Invested 3 years ago

₹1.00 L

▲ ₹39 gain · 0.0% / 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

8.2%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.01%

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 year7.36%

CAGR — 3 years0.01%

CAGR — 5 years—

CAGR — since launch4.87%

Volatility — 1 year (annualised)7.20%

Volatility — 3 years (annualised)8.24%

Max drawdown — 1 year-7.24%

Max drawdown — 3 years-11.36%

Sharpe ratio — 1 year (rf=6%)0.19

Sharpe ratio — 3 years (rf=6%)-0.74

Fund info

Fund house: Fidelity Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111740
First price on record: 2 Mar 2009 · 897 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.