debtLow risk

Indiabulls Banking & PSU Debt Fund-Direct Plan- Weekly Dividend Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Indiabulls Mutual Fund. It's been running since 14 May 2019.

Latest price per unit

₹1,024.1511

▲ 0.04% today

As of 4 Mar 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹861 gain · 0.9% / 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

1.7%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.42%

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 year0.86%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch1.24%

Volatility — 1 year (annualised)1.48%

Volatility — 3 years (annualised)1.70%

Max drawdown — 1 year-1.20%

Max drawdown — 3 years-1.42%

Sharpe ratio — 1 year (rf=6%)-3.46

Sharpe ratio — 3 years (rf=6%)-2.79

Fund info

Fund house: Indiabulls Mutual Fund
Category: Debt Scheme - Banking and PSU Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 147220
First price on record: 14 May 2019 · 443 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.