debtLow risk

Aditya Birla Sun Life Income Fund (Discipline Advantage Plan)

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Aditya Birla Sun Life Mutual Fund. It's been running since 18 Mar 2009.

Latest price per unit

₹30.0154

▲ 0.01% today

As of 20 Sep 2024 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.5k gain · 8.5% / year

Invested 3 years ago

₹1.17 L

▲ ₹17.2k gain · 5.4% / year

Invested 5 years ago

₹1.39 L

▲ ₹39.1k gain · 6.8% / 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

1.9%

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

Worst drop ever

-10.39%

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 year8.49%

CAGR — 3 years5.43%

CAGR — 5 years6.82%

CAGR — since launch7.33%

Volatility — 1 year (annualised)2.07%

Volatility — 3 years (annualised)1.94%

Max drawdown — 1 year-1.19%

Max drawdown — 3 years-2.60%

Sharpe ratio — 1 year (rf=6%)1.23

Sharpe ratio — 3 years (rf=6%)-0.26

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Medium to Long Duration Fund
Plan: —
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111777
First price on record: 18 Mar 2009 · 3,743 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.