Should I invest in Morgan Stanley Active Bond Fund- Regular?

We don't give personal investment advice. Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 9.2%. 5-year CAGR: 2.88%.

Morgan Stanley

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	-14.54%	+14.58	32 / 373	Q1
1W	-2.03%	-15.89%	+13.86	247 / 369	Q3
2W	-2.18%	-15.78%	+13.60	263 / 371	Q3
1M	-1.46%	-16.05%	+14.59	235 / 373	Q3
3M	-1.84%	-17.27%	+15.44	256 / 366	Q3
6M	-1.09%	-30.18%	+29.08	218 / 393	Q3
YTD	+0.00%	-32.85%	+32.86	165 / 414	Q2
1Y	-3.41%	-15.79%	+12.38	240 / 309	Q4
2Y	+1.78%	-13.41%	+15.19	50 / 142	Q2
3Y	+3.26%	-6.89%	+10.15	34 / 95	Q2
4Y	+3.47%	+2.81%	+0.65	30 / 84	Q2
5Y	+2.88%	+2.94%	-0.06	30 / 76	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.80%	-35.69%	+38.49	114 / 497	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2014 YTD	+0.00%	+4.08%	-4.08	54 / 76
2013	-2.36%	+2.34%	-4.70	69 / 76
2012	+9.09%	+3.72%	+5.37	15 / 78
2011	+5.20%	+3.23%	+1.97	24 / 66
2010	+2.72%	-11.73%	+14.46	30 / 132
2009	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+3.89%

50 windows

min -7.4% · max 10.6%

86% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+4.87%

26 windows

min 3.3% · max 6.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+2.88%

1 window

min 2.9% · max 2.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.82%

3-year · annualised

Sharpe ratio

-0.66

vs risk-free 6.5%

Sortino ratio

-0.89

Downside-only deviation

Max drawdown

-9.23%

May 2013 → Apr 2014

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
26 Jun 2014	₹11.5712
25 Jun 2014	₹11.5671
24 Jun 2014	₹11.5584
23 Jun 2014	₹11.5484
20 Jun 2014	₹11.8012
19 Jun 2014	₹11.8113
18 Jun 2014	₹11.8120
17 Jun 2014	₹11.8251
16 Jun 2014	₹11.8138
13 Jun 2014	₹11.8239

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly is a Income from Morgan Stanley (Regular plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly has NAV history starting from 04 Jun 2009, a track record of about 17 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly is managed by Morgan Stanley. It's classified by AMFI under the 'Income' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly has delivered a absolute return of -3.41% — +12.38 pp ahead of the Income category average of -15.79%. The fund ranks #240 of 309 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly has delivered a CAGR of 3.26% — +10.15 pp ahead of the Income category average of -6.89%. The fund ranks #34 of 95 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly has delivered a CAGR of 2.88% — -0.06 pp behind the Income category average of 2.94%. The fund ranks #30 of 76 in its category — the second (Q2) quartile.

₹1 lakh invested in Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly exactly 5 years ago would be worth approximately ₹115,232 today — a multiplier of 1.15×, based on the 5-year CAGR of 2.88%. The category average over the same window would have grown ₹1 lakh to ₹115,573.

A ₹10,000 monthly SIP in Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly over the last 5 years — total invested ₹600,000 — would be worth ₹639,529 today. That's an XIRR (money-weighted annualised return) of 2.52%.

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹639,529 — XIRR 2.52%.

On a 5-year basis, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly ranks #30 out of 76 funds in the Income category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 2.94%; this fund delivered 2.88%.

The worst peak-to-trough decline Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly has experienced over the last 5-year window is 9.23% — its NAV fell from a high on 27 May 2013 to a low on 04 Apr 2014. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly averaged 2.88% (best 2.88%, worst 2.88%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.92 — negative risk-adjusted performance.

In calendar year 2013, Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly returned -2.36% — lagging the Income category average of 2.34% by 4.70 pp. It ranked #69 of 76 in its category that year.

Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Morgan Stanley Active Bond Fund- Regular- Dividend- Quarterly is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 9.2%. 5-year CAGR: 2.88%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.