otherLow risk

Aditya Birla Sun Life Fixed Term Plan - Series PG (1148 days) -DIRECT - Quarterly 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 7 Mar 2018.

Latest price per unit

₹10.00

▼ 7.46% today

As of 22 Apr 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹91.4k

▼ ₹8.6k loss · -8.6% / year

Invested 3 years ago

₹99.2k

▼ ₹798 loss · -0.3% / 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

5.4%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-10.50%

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 year-8.62%

CAGR — 3 years-0.27%

CAGR — 5 years—

CAGR — since launch-0.01%

Volatility — 1 year (annualised)8.64%

Volatility — 3 years (annualised)5.44%

Max drawdown — 1 year-10.50%

Max drawdown — 3 years-10.50%

Sharpe ratio — 1 year (rf=6%)-1.77

Sharpe ratio — 3 years (rf=6%)-1.15

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Income
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 142654
First price on record: 7 Mar 2018 · 755 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.