otherHigh risk

Aditya Birla Sun Life Focused Equity Fund - Series 5 - 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 27 Mar 2015.

Latest price per unit

₹12.94

▲ 0.00% today

As of 27 Mar 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹13.8k gain · 13.8% / year

Invested 3 years ago

₹1.29 L

▲ ₹28.7k gain · 8.8% / 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

14.6%

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

Worst drop ever

-21.29%

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 year13.82%

CAGR — 3 years8.79%

CAGR — 5 years—

CAGR — since launch8.79%

Volatility — 1 year (annualised)10.60%

Volatility — 3 years (annualised)14.61%

Max drawdown — 1 year-9.86%

Max drawdown — 3 years-21.29%

Sharpe ratio — 1 year (rf=6%)0.67

Sharpe ratio — 3 years (rf=6%)0.18

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Growth
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 133897
First price on record: 27 Mar 2015 · 740 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.