MF Gyan
otherModerate risk

Birla Sun Life Fixed Term Plan - Series HG (381 days) - Direct Plan-Normal 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 20 Mar 2013.

Latest price per unit
₹10.00
8.36% today
As of 3 Apr 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.4k
₹572 loss · -0.6% / 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
8.9%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-8.36%

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-0.57%
CAGR — 3 years
CAGR — 5 years
CAGR — since launch-0.04%
Volatility — 1 year (annualised)9.06%
Volatility — 3 years (annualised)8.94%
Max drawdown — 1 year-8.36%
Max drawdown — 3 years-8.36%
Sharpe ratio — 1 year (rf=6%)-0.73
Sharpe ratio — 3 years (rf=6%)-0.68

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
121809
First price on record
20 Mar 2013 · 251 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.