otherHigh risk

Aditya Birla Sun Life India Reforms Fund - Dividend - Direct 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 2 Jan 2013.

Latest price per unit

₹20.49

▼ 1.73% today

As of 18 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.11 L

▲ ₹11.2k gain · 11.2% / year

Invested 3 years ago

₹1.45 L

▲ ₹44.8k gain · 13.1% / year

Invested 5 years ago

₹2.21 L

▲ ₹1.21 L gain · 17.2% / 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

14.3%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-33.93%

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 year11.25%

CAGR — 3 years13.13%

CAGR — 5 years17.16%

CAGR — since launch14.20%

Volatility — 1 year (annualised)14.51%

Volatility — 3 years (annualised)14.29%

Max drawdown — 1 year-10.43%

Max drawdown — 3 years-17.44%

Sharpe ratio — 1 year (rf=6%)0.33

Sharpe ratio — 3 years (rf=6%)0.46

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119537
First price on record: 2 Jan 2013 · 1,322 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.