otherLow risk

Birla Sun Life Capital Protection Oriented Fund - Series 2 - Growth

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 14 Jun 2010.

Latest price per unit

₹11.476

▲ 0.05% today

As of 10 Jun 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹7.6k gain · 7.6% / 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

2.1%

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

Worst drop ever

-3.56%

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 year7.62%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch4.62%

Volatility — 1 year (annualised)1.59%

Volatility — 3 years (annualised)2.06%

Max drawdown — 1 year-0.70%

Max drawdown — 3 years-3.56%

Sharpe ratio — 1 year (rf=6%)1.09

Sharpe ratio — 3 years (rf=6%)-0.63

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112892
First price on record: 14 Jun 2010 · 724 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.