MF Gyan
otherHigh risk12 years old

Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend 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 19 Mar 2015.

Latest price per unit
₹9.4445
▼ 0.57% today
As of 14 Jan 2016 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Income

Same plan
Bumpiness (3Y)
14.87%median 5.00% (+9.87%)
Rank #389 of 501Less risky than 21% of peers
Worst-ever drop
-10.37%median -6.85% (-3.52%)
Rank #199 of 501Less risky than 60% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 0 of last 2 years were positive.

-1%
2015
-5%
2016
Best year
2015 · -1.00%
Worst year
2016 · -4.67%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.9%

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

Worst drop ever
-10.37%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch-6.09%
Volatility — 1 year (annualised)14.87%
Volatility — 3 years (annualised)14.87%
Max drawdown — 1 year-10.37%
Max drawdown — 3 years-10.37%
Sharpe ratio — 1 year (rf=6%)-0.84
Sharpe ratio — 3 years (rf=6%)-0.84

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Income
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
131902
First price on record
19 Mar 2015 · 200 daily prices

About Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option

Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option is a Income offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Dividend option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option is ₹9.4445 (as of 14 Jan 2016). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 10.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option?+

The latest NAV of Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option is ₹9.4445 as of 14 Jan 2016, down 0.57% from the previous day. NAV is updated once a business day after the market close.

What category does Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option belong to?+

Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option?+

Based on its 3-year annualised volatility of 14.9%, Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option a direct plan?+

Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option?+

Aditya Birla Sun Life 5 Star Multi Manager FoF Scheme - Direct Plan - Dividend Option has NAV history available from 19 Mar 2015 — approximately 12 years of track record and 200 daily NAV observations.

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.