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Aditya Birla Sun Life Capital Protection Oriented Fund - Series 19 - Direct Plan-Growth

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 10 Mar 2014.

Latest price per unit

₹13.1954

▲ 0.03% today

As of 5 Apr 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.1k gain · 8.1% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.3k gain · 9.5% / 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

2.6%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.74%

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 year8.09%

CAGR — 3 years9.51%

CAGR — 5 years—

CAGR — since launch9.40%

Volatility — 1 year (annualised)1.99%

Volatility — 3 years (annualised)2.57%

Max drawdown — 1 year-1.47%

Max drawdown — 3 years-1.74%

Sharpe ratio — 1 year (rf=6%)1.07

Sharpe ratio — 3 years (rf=6%)1.40

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 127535
First price on record: 10 Mar 2014 · 735 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.