InvestVerdict
Aditya Birla Sun Life Gold Fund
Regular Plan · IDCW · Mutual fund · Scheme code 116795
Fund houseAditya Birla Sun Life Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW
History14.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 12.28 | 1.89 | -0.35 | 54.86 | 37.52 | 25.90 | 20.61 | 15.75 | 11.13 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 19.9% | 1.56 | 2.29 | — | — | -29.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 659 | -15.0% | 7.6% | 93.1% | 28% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.