MF Gyan
otherHigh risk9 years oldAccelerating recently (last 6m ≈ 69% p.a.)

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth 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 12 Oct 2017.

Latest price per unit
₹12.62
▲ 0.00% today
As of 5 Apr 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.58 L
▲ ₹57.8k gain · 57.8% / year
Invested 3 years ago
₹1.23 L
▲ ₹23.2k gain · 7.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.32 L
Gain / loss+₹52.0k
XIRR (annualised)18.05%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.40 L
Projected gain*+₹60.1k
*at this fund's historical rate of 18.05% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
57.80%median 11.33% (+46.47%)
Rank #22 of 261Beats 91% of peers
3-year return
7.21%median 8.92% (-1.70%)
Rank #109 of 261Beats 43% of peers
Bumpiness (3Y)
18.59%median 18.29% (+0.29%)
Rank #143 of 261Less risky than 45% of peers
Worst-ever drop
-29.05%median -35.16% (+6.11%)
Rank #178 of 261Less risky than 32% 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. 4 of last 5 years were positive.

+1%
2017
-3%
2018
+2%
2019
+18%
2020
+7%
2021
Best year
2020 · 18.06%
Worst year
2018 · -2.87%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
18.6%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-29.05%

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 Resurgent India Fund - Series 5 - Direct Plan-Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year57.80%
CAGR — 3 years7.21%
CAGR — 5 years—
CAGR — since launch6.89%
Volatility — 1 year (annualised)16.30%
Volatility — 3 years (annualised)18.59%
Max drawdown — 1 year-7.80%
Max drawdown — 3 years-29.05%
Sharpe ratio — 1 year (rf=6%)2.41
Sharpe ratio — 3 years (rf=6%)0.06

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141865
First price on record
12 Oct 2017 · 855 daily prices

About Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option is a Growth offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Growth option. It has approximately 9 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 Resurgent India Fund - Series 5 - Direct Plan-Growth Option is ₹12.6200 (as of 5 Apr 2021). Historically, it has delivered 58.15% over the last year, 7.21% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 18.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 29.1%. 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 Resurgent India Fund - Series 5 - Direct Plan-Growth Option?+

The latest NAV of Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option is ₹12.6200 as of 5 Apr 2021, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option has delivered 1-year return 58.15%, 3-year CAGR 7.21%, since-inception CAGR 6.89%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option belong to?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option?+

Based on its 3-year annualised volatility of 18.6%, Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth 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 Resurgent India Fund - Series 5 - Direct Plan-Growth Option a direct plan?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 - Direct Plan-Growth Option has NAV history available from 12 Oct 2017 — approximately 9 years of track record and 855 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.