InvestVerdict
Aditya Birla Sun Life Gold Fund
Direct Plan · IDCW · Mutual fund · Scheme code 120545
Fund houseAditya Birla Sun Life Mutual Fund
CategoryMutual fund
Plan & optionDirect · IDCW
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 12.31 | 1.97 | -0.20 | 55.34 | 37.97 | 26.33 | 21.04 | 16.14 | 11.65 |
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 | 20.3% | 1.55 | 2.28 | — | — | -27.3% | — |
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 |
|---|---|---|---|---|
| 620 | -15.9% | 8.7% | 112.4% | 26% |
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.