otherLow risk

Aditya Birla Sun Life Medium Term Plan - Institutional - Qrtly Dividend Plan

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 26 Mar 2009.

Latest price per unit

₹10.2173

▲ 0.02% today

As of 11 Feb 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹1.1k gain · 1.1% / 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

2.6%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-2.36%

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 year1.08%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch1.14%

Volatility — 1 year (annualised)2.58%

Volatility — 3 years (annualised)2.62%

Max drawdown — 1 year-1.43%

Max drawdown — 3 years-2.36%

Sharpe ratio — 1 year (rf=6%)-1.90

Sharpe ratio — 3 years (rf=6%)-1.84

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111815
First price on record: 26 Mar 2009 · 456 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.