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

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW

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
₹10.00
▼ 20.76% 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
₹1.25 L
▲ ₹25.2k gain · 25.2% / year
Invested 3 years ago
₹97.7k
▼ ₹2.3k loss · -0.8% / 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₹1.84 L
Gain / loss+₹3.8k
XIRR (annualised)1.44%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.84 L
Projected gain*+₹4.1k
*at this fund's historical rate of 1.44% 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
25.18%median 11.33% (+13.85%)
Rank #76 of 261Beats 70% of peers
3-year return
-0.79%median 8.92% (-9.70%)
Rank #136 of 261Beats 29% of peers
Bumpiness (3Y)
23.05%median 18.29% (+4.75%)
Rank #249 of 261Less risky than 5% 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. 3 of last 5 years were positive.

+1%
2017
-3%
2018
+2%
2019
+18%
2020
-15%
2021
Best year
2020 · 18.06%
Worst year
2021 · -14.97%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
23.0%

The value swings roughly 23% 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 - Payout of IDCW against other other funds.

Technical details (for the pros)
CAGR — 1 year25.18%
CAGR — 3 years-0.79%
CAGR — 5 years—
CAGR — since launch-0.03%
Volatility — 1 year (annualised)28.75%
Volatility — 3 years (annualised)23.05%
Max drawdown — 1 year-24.41%
Max drawdown — 3 years-29.05%
Sharpe ratio — 1 year (rf=6%)0.54
Sharpe ratio — 3 years (rf=6%)-0.30

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141866
First price on record
12 Oct 2017 · 855 daily prices

About Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW is a Growth offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the IDCW 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 - Payout of IDCW is ₹10.0000 (as of 5 Apr 2021). Historically, it has delivered 25.31% over the last year, -0.79% 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 23.0% annualised volatility — a "very 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 - Payout of IDCW?+

The latest NAV of Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW is ₹10.0000 as of 5 Apr 2021, down 20.76% 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 - Payout of IDCW?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW has delivered 1-year return 25.31%, 3-year CAGR -0.79%, since-inception CAGR -0.03%. 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 - Payout of IDCW belong to?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW 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 - Payout of IDCW?+

Based on its 3-year annualised volatility of 23.0%, Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW sits in the "very 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 - Payout of IDCW a direct plan?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW 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 Resurgent India Fund - Series 5 -Direct - Payout of IDCW?+

Aditya Birla Sun Life Resurgent India Fund - Series 5 -Direct - Payout of IDCW 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.