debtLow risk

Indiabulls Gilt Fund - Direct Plan - Growth Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Indiabulls Mutual Fund. It's been running since 11 Jan 2013.

Latest price per unit

₹1,634.7314

▲ 0.66% today

As of 19 Dec 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.8k gain · 2.8% / year

Invested 3 years ago

₹1.24 L

▲ ₹23.9k gain · 7.4% / year

Invested 5 years ago

₹1.55 L

▲ ₹55.4k gain · 9.2% / 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

3.5%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.25%

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 year2.84%

CAGR — 3 years7.39%

CAGR — 5 years9.22%

CAGR — since launch8.60%

Volatility — 1 year (annualised)2.71%

Volatility — 3 years (annualised)3.51%

Max drawdown — 1 year-2.06%

Max drawdown — 3 years-3.03%

Sharpe ratio — 1 year (rf=6%)-1.13

Sharpe ratio — 3 years (rf=6%)0.45

Fund info

Fund house: Indiabulls Mutual Fund
Category: Debt Scheme - Gilt Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 118427
First price on record: 11 Jan 2013 · 1,428 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.