otherModerate risk
Aditya Birla Sun Life Fixed Term Plan - Series JR (1162 days) - Direct Plan-Quarterly 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 23 Jan 2014.
Latest price per unit
₹10.00
▼ 7.48% today
As of 27 Mar 2017 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹94.9k
▼ ₹5.1k loss · -5.1% / year
Invested 3 years ago
₹98.3k
▼ ₹1.7k 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
6.7%
The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-7.48%
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-5.10%
CAGR — 3 years-0.56%
CAGR — 5 years—
CAGR — since launch-0.01%
Volatility — 1 year (annualised)8.37%
Volatility — 3 years (annualised)6.74%
Max drawdown — 1 year-7.48%
Max drawdown — 3 years-7.48%
Sharpe ratio — 1 year (rf=6%)-1.39
Sharpe ratio — 3 years (rf=6%)-0.98
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 126452
- First price on record
- 23 Jan 2014 · 760 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.