Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹26 Cr
Lock In Period
N/A
Expense Ratio
0.15
Benchmark
CRISIL Medium Term Debt Index
Exit Load
Nil
Summary
Latest details for Aditya Birla Sun Life Fixed Term Plan - Series UB Growth include a ₹12.5031 NAV as of Apr 02,2026 and returns since inception of 22.84%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Fixed Term Plan - Series UB Growth AUM is ₹26 Cr, with a lock-in of N/A years, expense ratio of 0.15%, and benchmark CRISIL Medium Term Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.45% returns, against a category average of -1.68% and a category best of 4.54%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.45 | -1.68 | 4.54 |
| 6M | 2.72 | 0.29 | 12.55 |
| 1Y | 6.34 | 2.59 | 16.20 |
| 3Y | 7.10 | 8.50 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-03-15
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About Fund
Aditya Birla Sun Life Fixed Term Plan - Series UB Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹26 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.15. 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 FundDSP FMP Series 268 - 1218 Days Growth | 0 | 132.67 CR | 0.25 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series UB Growth | 0 | 26.48 CR | 0.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP FMP Series 268 - 1218 Days Growth | 6.2959 | 22.8369 |
| This FundAditya Birla Sun Life Fixed Term Plan - Series UB Growth | 6.3368 | 22.8381 |
FAQs
Aditya Birla Sun Life Fixed Term Plan - Series UB 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 UB Growth is 0.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Fixed Term Plan - Series UB Growth’s fund performance is as follows:
- 1 Month : 0.45%
- 6 Months : 2.72%
- 1 Year : 6.34%
- 3 Years : 7.10%
You can invest in Aditya Birla Sun Life Fixed Term Plan - Series UB 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 UB Growth is ₹26 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Fixed Term Plan - Series UB 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