Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹88 Cr
Lock In Period
N/A
Expense Ratio
0.27
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Fixed Term Plan - Series OW Growth include a ₹10.0906 NAV as of May 05,2021 and returns since inception of -0.70%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series OW Growth AUM is ₹88 Cr, with a lock-in of N/A years, expense ratio of 0.27%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.54% returns, against a category average of -1.66% and a category best of 4.54%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.54 | -1.66 | 4.54 |
| 6M | 6.66 | 0.30 | 12.55 |
| 1Y | 10.82 | 2.61 | 16.20 |
| 3Y | -0.24 | 8.44 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.01%
- Others
As on: 2021-04-30
View allocation % by
About Fund
Aditya Birla Sun Life Fixed Term Plan - Series OW Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹88 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.27. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC FMP 1181 D Apr 2018 - 1 Growth | 0 | 175.46 CR | 0.28 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series OW Growth | 0 | 87.98 CR | 0.27 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC FMP 1181 D Apr 2018 - 1 Growth | -18.4685 | -1.3914 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series OW Growth | 10.82 | -0.7036 |
FAQs
Aditya Birla Sun Life Fixed Term Plan - Series OW Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Fixed Term Plan - Series OW Growth is 0.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Fixed Term Plan - Series OW Growth’s fund performance is as follows:
- 1 Month : 4.54%
- 6 Months : 6.66%
- 1 Year : 10.82%
- 3 Years : -0.24%
You can invest in Aditya Birla Sun Life Fixed Term Plan - Series OW Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Fixed Term Plan - Series OW Growth is ₹88 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series OW Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500