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Morgan Stanley Short Term Bond Fund- Institutional Plus- Dividend- Monthly

A specialised fund. Check the scheme details for what it invests in. From Morgan Stanley Mutual Fund. It's been running since 27 May 2009.

Latest price per unit

₹10.38

▲ 0.10% 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

₹1.02 L

▲ ₹1.8k gain · 1.8% / year

Invested 3 years ago

₹1.02 L

▲ ₹2.3k gain · 0.8% / year

Invested 5 years ago

₹1.03 L

▲ ₹3.4k gain · 0.7% / 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

2.7%

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

Worst drop ever

-2.95%

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 year1.75%

CAGR — 3 years0.77%

CAGR — 5 years0.67%

CAGR — since launch0.73%

Volatility — 1 year (annualised)2.78%

Volatility — 3 years (annualised)2.73%

Max drawdown — 1 year-2.13%

Max drawdown — 3 years-2.95%

Sharpe ratio — 1 year (rf=6%)-1.50

Sharpe ratio — 3 years (rf=6%)-1.79

Fund info

Fund house: Morgan Stanley Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111951
First price on record: 27 May 2009 · 951 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.