MF Gyan
otherModerate risk

Birla Sun Life Fixed Term Plan - Series CG/Dividend

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 2 Nov 2010.

Latest price per unit
₹10.00
7.56% today
As of 31 Oct 2011 · updated once each business day
Not enough price history yet to tell the money story.

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
-7.56%

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 year
CAGR — 3 years
CAGR — 5 years
CAGR — since launch-0.06%
Volatility — 1 year (annualised)8.16%
Volatility — 3 years (annualised)8.16%
Max drawdown — 1 year-7.56%
Max drawdown — 3 years-7.56%
Sharpe ratio — 1 year (rf=6%)-0.74
Sharpe ratio — 3 years (rf=6%)-0.74

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
114200
First price on record
2 Nov 2010 · 239 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.