otherHigh risk

Aditya Birla Sun Life Special Situations Fund - Growth - 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

₹26.5916

▼ 1.06% 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

₹1.17 L

▲ ₹16.6k gain · 16.6% / year

Invested 3 years ago

₹1.52 L

▲ ₹52.1k gain · 15.0% / year

Invested 5 years ago

₹2.65 L

▲ ₹1.65 L gain · 21.5% / 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

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.65%

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 year16.60%

CAGR — 3 years15.00%

CAGR — 5 years21.49%

CAGR — since launch19.58%

Volatility — 1 year (annualised)12.71%

Volatility — 3 years (annualised)15.01%

Max drawdown — 1 year-12.11%

Max drawdown — 3 years-22.65%

Sharpe ratio — 1 year (rf=6%)0.75

Sharpe ratio — 3 years (rf=6%)0.55

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119546
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.