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Birla Sun Life Advantage Gr (100033.BO)

YHD - YHD Delayed price. Currency in INR
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385.06-6.72 (-1.72%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down5
Best 1-yr total return (Invalid Date)110.34%
Worst 1-yr total return (Invalid Date)-58.38%
Best 3-yr total return110.34%
Worst 3-yr total return-4.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return100033.BOCategory
YTD-0.12%14.43%
1-month3.70%4.13%
3-month4.88%14.43%
1-year3.17%26.83%
3-year24.32%21.25%
5-year13.15%17.36%
10-year9.88%12.85%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
100033.BOCategory
2016
N/AN/A
2015
5.24%3.91%
2014
60.15%53.87%
2013
7.22%2.19%
2012
29.71%31.79%
2011
-28.03%-24.84%
2010
14.39%17.48%
2009
87.28%85.62%
2008
-58.38%-53.56%
2007
56.54%61.15%
2006
34.39%35.32%
2005
43.25%49.77%
2004
26.94%31.10%
2003
110.34%113.46%
2002
3.33%21.40%
2001
-23.90%-18.45%
2000
-46.09%-30.26%
1999
309.08%170.64%
1998
52.49%9.53%
1997
17.34%13.60%
1996
-2.59%-10.52%
1995
N/A-30.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-3.69%N/AN/AN/A
20156.06%-0.06%-0.82%0.12%
20148.94%24.76%4.24%13.04%
2013-9.35%0.82%0.11%17.19%
201213.24%-2.02%9.12%7.13%
2011-9.10%-1.66%-11.49%-9.04%
2010-0.53%2.98%12.17%-0.44%
2009-5.30%58.93%19.88%3.80%
2008-33.24%-15.91%-4.56%-22.31%
2007-4.29%13.50%13.15%27.35%
200622.96%-16.07%17.18%11.12%
2005-0.08%5.08%23.34%10.61%
2004-1.02%-13.93%17.42%26.89%
2003-5.29%29.52%30.31%31.59%
200211.11%-1.50%-11.48%6.66%
2001-20.30%-8.23%-10.23%15.90%
2000-0.28%-20.18%-16.98%-18.41%
199958.56%-6.60%61.32%71.22%
19988.16%10.90%15.12%10.44%
19973.83%18.85%6.72%-10.90%
19969.22%13.85%-16.92%-5.72%
19952.65%2.69%-2.92%N/A

Rank in category (by total return)

YTD14
1-month16
3-month27
1-year16
3-year15
5-year20

Load adjusted returns

1-year2.17%
3-year24.32%
5-year13.15%
10-year9.88%