debtVery high risk

Aditya Birla Sun Life Medium Term Plan- Segregated Portfolio 1-Direct - Quarterly IDCW

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Aditya Birla Sun Life Mutual Fund. It's been running since 25 Nov 2019.

Latest price per unit

₹0.2399

▲ 0.04% today

As of 30 Sep 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹41.0k

▼ ₹59.0k loss · -59.0% / 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

56.2%

The value swings roughly 56% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-69.85%

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-59.04%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch-33.59%

Volatility — 1 year (annualised)91.08%

Volatility — 3 years (annualised)56.24%

Max drawdown — 1 year-59.11%

Max drawdown — 3 years-69.85%

Sharpe ratio — 1 year (rf=6%)-1.08

Sharpe ratio — 3 years (rf=6%)-0.86

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 147818
First price on record: 25 Nov 2019 · 694 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.