otherHigh risk

Aditya Birla Sun Life Tax Savings Fund - Direct Plan - Bonus Option

A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 13 Oct 2014.

Latest price per unit

₹74.42

▼ 0.29% today

As of 10 Apr 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.21 L

▲ ₹21.1k gain · 21.1% / year

Invested 3 years ago

₹1.40 L

▲ ₹40.2k gain · 11.9% / 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

13.1%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.56%

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 year21.08%

CAGR — 3 years11.91%

CAGR — 5 years—

CAGR — since launch17.90%

Volatility — 1 year (annualised)9.93%

Volatility — 3 years (annualised)13.14%

Max drawdown — 1 year-7.99%

Max drawdown — 3 years-17.56%

Sharpe ratio — 1 year (rf=6%)1.36

Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Direct
Option: Bonus
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 131741
First price on record: 13 Oct 2014 · 858 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.