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  • Aditya Birla Sun Life Fixed Term Plan - Series OW Growth

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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 -1.68% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.54-1.684.54
6M6.660.2712.55
1Y10.822.5516.20
3Y-0.248.5036.71

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2021-04-30
View allocation % by

1. Clearing Corporation of India Limited91.38%
2. Net Receivables / (Payables)4.51%
3. 9.5119% Jharkand Road Projects Implementation Company Limited (20/01/2029)4.12%

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.

Fund Managers

Mohit Sharma

Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC FMP 1181 D Apr 2018 - 1 Growth0175.46 CR0.28
This FundAditya Birla Sun Life Fixed Term Plan - Series OW Growth087.98 CR0.27
Fund Name1Y3Y
This FundHDFC FMP 1181 D Apr 2018 - 1 Growth-18.4685-1.3914
This FundAditya Birla Sun Life Fixed Term Plan - Series OW Growth10.82-0.7036

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%
Returns of Aditya Birla Sun Life Fixed Term Plan - Series OW Growth are updated daily based on NAV of ₹ 10.0906 as on May 05,2021. Since inception, the return has been -0.70%.

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