elssHigh risk

Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Aditya Birla Sun Life Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹51.83

▼ 0.13% today

As of 13 Apr 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.4k

▼ ₹3.6k loss · -3.6% / year

Invested 3 years ago

₹1.52 L

▲ ₹51.6k gain · 14.9% / year

Invested 5 years ago

₹1.24 L

▲ ₹24.2k gain · 4.4% / 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

14.5%

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

Worst drop ever

-35.93%

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 year-3.63%

CAGR — 3 years14.89%

CAGR — 5 years4.43%

CAGR — since launch12.42%

Volatility — 1 year (annualised)12.41%

Volatility — 3 years (annualised)14.54%

Max drawdown — 1 year-11.90%

Max drawdown — 3 years-18.46%

Sharpe ratio — 1 year (rf=6%)-0.79

Sharpe ratio — 3 years (rf=6%)0.56

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119661
First price on record: 2 Jan 2013 · 2,529 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.